Raymond James continues expansion in the West, welcomes advisor managing more than $170 million in Bend, Oregon
ST. PETERSBURG, Fla. – Continuing the firm’s expansion in the West, Raymond James welcomed financial advisor Stuart “Stu” Malakoff, CPFA, CDFA®, CRPC®, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Bend, Oregon, according to Bill Counsman, West regional director for RJFS.
Malakoff joins Raymond James and RJFS-affiliated Mainspring Wealth Advisors, LLC, from Merrill Lynch, where he managed more than $170 million in client assets. Joining him are Registered Client Associate Awbrey Gould, CFP®, CRPC®, and Branch Associate Vicky Malakoff.
“Through my affiliation with Raymond James, I’m very pleased to be able to offer my clients uncompromised guidance as an independent advisor and best-in-class resources,” said Malakoff, founder of Bend Wealth Advisors and RJFS financial advisor. “For the first time in my career, I feel I have the freedom and support to approach business decisions as an entrepreneur, with my clients’ interests at the forefront of those decisions. I am excited about all the ways I can continue to expand my practice now at Raymond James.”
Malakoff has more than 30 years of experience in banking and financial services, most recently serving as a senior vice president and wealth management advisor at Merrill Lynch since 2005. He obtained a Bachelor’s Degree in Economics from the University of Rochester in 1990. In 1996, he earned a Masters of Business Administration from the Columbia Business School in New York, with a concentration in corporate finance.
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 $945 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.
Bend Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.