Raymond James continues expansion in the West, welcomes $360 million advisor team in Woodland Hills, California
ST. PETERSBURG, Fla. – Continuing the firm’s expansion in the West, Raymond James recently welcomed financial advisors Charles Isaacs and David Paller and their team to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Woodland Hills, California, according to Pat Allison, division director for RJA. The Woodland Hills office is part of the Coast and Valley Complex, managed by Tony Battaglia.
The team, which includes financial advisor Thomas Rockel and senior client service associate Stella Llamas, operates as Isaacs & Paller Wealth Management of Raymond James. They joined in May from UBS, where the advisors previously managed more than $360 million in client assets for a variety of clients, including entertainment executives.
“With more than six decades of combined industry experience, David and Charles are outstanding, experienced financial advisors who have continued to successfully build and grow their business with a client-first approach at their core,” said Allison. “As Raymond James continues to expand in the West, particularly in California, we’re proud to welcome high caliber financial advisors like David and Charles as a part of Raymond James, representing our firm in this important market.”
“We were looking at several firms, but Raymond James continued to be the leading choice for us,” said Paller, senior vice president, investments. “The firm offers my team extensive resources, allowing us to truly serve our clients in all the areas of the financial spectrum. The technology – both for advisors and for clients – is sophisticated and integrated, making it easier for us as we work with our clients. Equally important is the access to and sincerity of leadership and home office support staff. Especially during this crisis, we wanted our team and our clients to be able to benefit from our partnership with Raymond James and the resources available. We’re pleased we made the transition when we did and are confident that it was the right move for us.”
Isaacs, senior vice president, investments, has been in the industry for more than 33 years. He began his financial services career in 1986 at EF Hutton, later spending 22 years at Smith Barney. He then transitioned to UBS, where he remained for the past 11 years before joining Raymond James. He earned his bachelor’s degree in accounting from Wilkes University.
Paller has been in the financial services industry for more than 32 years. Before joining Raymond James, he worked at UBS Financial Services for over 11 years, and prior to that, Merrill Lynch for four years. He graduated from U.C. Berkeley with a bachelor’s in international relations.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $774 billion. Additional information is available at www.raymondjames.com.