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    Wilmer Burdis

    Vice President and Research Analyst at Raymond James Financial

    Wilmer Burdis is a Vice President and Research Analyst at Raymond James Financial, specializing in equity research within the financial services sector. He covers a range of companies including Ameriprise Financial, AlTi Global, and Brighthouse Financial, maintaining a 64.29% success rate with an average return of 8.32% on investment recommendations. Burdis has been with Raymond James since at least 2023 and is active in leading earnings call analysis and market strategy discussions; prior career details are limited in public records. He is FINRA registered and holds relevant securities licenses required for his analyst role.

    Wilmer Burdis's questions to CNO Financial Group (CNO) leadership

    Wilmer Burdis's questions to CNO Financial Group (CNO) leadership • Q2 2025

    Question

    Wilmer Burdis from Raymond James Financial asked for an update on the investment environment and opportunities. He also inquired about agent recruiting activity and how it is expected to translate into future sales.

    Answer

    CIO Eric R. Johnson stated the investment strategy is 'steady as she goes,' continuing to focus on opportunities in agency-eligible residential mortgage loans, CRE CDOs, and taxable municipal bonds. CEO Gary Bhojwani added that agent recruiting and productivity remain strong in both divisions, with a continued focus on productivity driving sales momentum.

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