Nature Coast Investment Practicum Students tour Raymond James HQ

Nature Coast Investment Practicum Students tour Raymond James HQ

It was an exciting day for the students of Citrus High School’s Nature Coast Investment Practicum (NCIP) class as they, along with their teacher Ms. Paige Zollo, toured the Raymond James international headquarters in St. Petersburg, Florida. The tour, which was made possible by the efforts of Amy Barbieri of Raymond James Crystal River office, was a great opportunity for the students to learn about the company’s operations and gain valuable insights into the financial industry.

Raymond James is an American multinational investment bank and financial services company that provides financial services to individuals, corporations, and municipalities. The company’s reputation for excellence in the financial industry is well-known, and the NCIP students were thrilled to visit the Raymond James headquarters and witness the inner workings of a major financial services company.

During the tour, the students got to see firsthand the company’s trading floor and observe the brokers and traders as they conducted transactions. They were also given a behind-the-scenes look at the company’s cyber threat center and learned about the measures taken to protect the sensitive financial data of their clients. The students even got a chance to share with some of the Raymond James presenters about some of the stocks they have researched and purchased as part of the NCIP.

The Nature Coast Investment Practicum project, in partnership with the Citrus County Education Foundation and Citrus High School, provides students with real-world financial experience. In addition to learning about investing and managing an equity portfolio fund, the students also learn about double-entry accounting, methods and principles of recording business transactions, the preparation of various financial documents, and the preparation of financial statements. The NCIP program also helps students develop important skills such as teamwork, public speaking, and writing.

We are looking to expand the NCIP in the near future to include Crystal River High School. So stay tuned!

The visit to Raymond James was made possible by the efforts of Amy Barbieri. Big thanks to Paige Zollo, Shaunda Burdette, Scott Lee, the Raymond James team, and of course the Citrus County Education Foundation. Their support of this great initiative provided the students with an opportunity to apply the knowledge they’ve learned in the NCIP program in a real-world setting.



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