Raymond James welcomes $350 million advisor team in St. Petersburg, Florida
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Tim Gross, CRPC®, Leslie Gross, CRPC®, and Mike Brown, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in St. Petersburg, Florida, according to Bert White, Florida regional director for RJA.
Tim Gross, Leslie Gross and Brown join Raymond James from Merrill Lynch, where they previously managed approximately $350 million in client assets. They join RJA’s St. Petersburg branch, which is managed by Fred Espro and is part of the Tampa Bay Complex led by Doug Brigman. The team is joined by Senior Registered Service Associate Jamila Kravarusic and operates as Sherman, Gross & Brown Wealth Management of Raymond James.
“We were instantly attracted to the personal feel and advisor-centric culture Raymond James offers,” said Tim Gross. “It’s refreshing and impressive to see how senior leadership and various levels of management are so open and mindful of advisors and what we need to best serve our clients. We feel seen and appreciated, and it’s evident by how they treat everyone respectfully and genuinely.”
Tim Gross has been in the financial services industry for 23 years. He began his career in 1997 at Merrill Lynch and has served in various capacities, including as a financial advisor and a manager for several years in the Merrill Lynch St. Petersburg office. He is a graduate of California State University and also earned his Chartered Retirement Planning Counselor℠ (CRPC®) designation.
Leslie Gross began her financial services career in 2000. She has spent the previous 20 years at Merrill Lynch. She earned her bachelor’s degree from the University of Florida and her MBA from the University of South Florida. She also earned her Chartered Retirement Planning Counselor℠ (CRPC®) designation.
Brown has been in the financial services industry for 25 years. He began his career in 1995 at First Union for five years, which turned into Wachovia for another five years. Brown has spent the past 14 years at Merrill Lynch. He is a graduate of the University of South Florida and is a Certified Financial PlannerTM professional.
“Tim, Leslie and Mike lead a successful, premier financial advisory practice and I am thrilled to welcome them to the Tampa Bay Complex and to the Raymond James family,” said Brigman. “They make up a landmark team with great integrity that upholds the firm’s shared value of operating with a client-first approach. With their combined 68 years in financial services, they are an experienced team and a great addition to Raymond James.”
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, and 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 $828 billion. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo (Flame Design) and CFP Logo (Plaque Design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.