Raymond James continues to expand in Northeast, welcomes advisor to new Briarcliff Manor, New York office
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Steve Gross, CFP®, ChFC®, APMA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Briarcliff Manor, New York, according to Shannon Reid, Northeast regional director for RJFS.
Gross joins from Ameriprise, where he previously managed more than $165 million in client assets. He is joined by Senior Client Service Associate Luigi Muccitelli and Registered Client Associate Rebecca Denham. The team joins RJFS’ Boston Harbor Wealth Advisors. Boston Harbor Wealth Advisors is the fifth largest business in RJFS and collectively manages $2 billion in client assets.
“As I went through the journey of doing my due diligence, I found Raymond James had a great balance of attributes, which made them the best candidate,” said Gross. “Being able to run your business the way you truly want to while having an abundance of resources and support feels right. I genuinely feel I’m at the right place at the right time, and I look forward to the next chapter with Raymond James and Boston Harbor Wealth Advisors.”
Gross is a senior vice president with Boston Harbor Wealth Advisors and has been in the financial services industry for 25 years. He has spent the length of his career at Ameriprise. Gross attended the University of Pennsylvania and continued his education by earning the designations of CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant® and Accredited Portfolio Management AdvisorSM.
“It’s very exciting for Boston Harbor Wealth Advisors to open its first New York office,” said Boston Harbor CEO Matt Davis. “Having recently celebrated our fifth anniversary, it’s hard to believe how far we’ve come. We began as a small team of four advisors managing $100 million and have grown into a business managing $2 billion with 13 offices throughout the Northeast. Steve’s addition illustrates that the Boston Harbor Difference resonates with advisors and provides the resources to help achieve their unique goals.”
“We’re thrilled to continue expanding in the Northeast with the addition of Steve to Raymond James,” said Reid. “I look forward to seeing him launch Boston Harbor’s new office and grow his practice in the independent channel. I’m proud he saw the value in partnering with our firm and leveraging the robust resources and support available to advisors.”
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $877 billion.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Boston Harbor Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services