Raymond James expands in New Mexico, welcomes advisor managing more than $126 million to new Albuquerque location
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Edwin “John” Lamberty to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Pat Allison, senior vice president and Western Division director for RJA. Lamberty joins RJA’s new office location in Albuquerque, New Mexico, which is led by Complex Manager Robert Burghart.
Lamberty joins the firm from Wells Fargo Advisors, where he previously managed more than $126 million in client assets. He serves a variety of clients, from business owners and corporations, to corporate executives, families and individuals.
“I’m so happy to be here at Raymond James,” said Lamberty, senior vice president, Investments. “I was interested in a couple of firms but in the end, I knew Raymond James was the right move for me for a number of reasons. I attended virtual home office visit calls with multiple areas of Raymond James and was constantly impressed by the whole attitude of everyone I met. The level of accessibility to both local and senior management – up to the very top – and the ‘can-do’ attitude exemplified by support teams was evident then, and even more so now that I’ve transitioned. Raymond James’ culture of doing everything they can to support advisors in serving their clients is truly unmatched.”
Lamberty brings over three decades of financial services experience, most recently as a financial advisor at Wells Fargo Advisors, where he spent the last nine years prior to joining Raymond James.
“We’re thrilled to continue expansion in this important market with John joining our new office location in Albuquerque,” said Burghart. “He is a phenomenal fit for Raymond James and a great representation of the client-first advisors we are pleased to welcome to our firm. We look forward to supporting John and continuing to recruit to our new location, as more and more advisors discover the unique combination of freedom and service offered here at 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, is a wholly owned subsidiary 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 $908 billion (as of July 31, 2020). Additional information is available at raymondjames.com.