Raymond James welcomes $200 million advisor in Albuquerque, New Mexico

ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Rick Ortega to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Albuquerque, New Mexico, according to Pat Allison, Western division director for RJA.

Ortega joins Raymond James from Wells Fargo, where he previously managed approximately $200 million in client assets. He is joined by Senior Client Service Associate Amber Freeze and Senior Branch Operations Specialist Brian Dubyk. The team operates as Ortega Wealth Management of Raymond James and joins the Albuquerque office managed by Allen Figg, which is part of the Southwest Complex led by Robert Burghart.

“After an extensive due diligence process, we found that Raymond James was the best fit for us and our clients,” said Ortega. “The firm truly focuses on client goals and priorities, and is backed up with cutting-edge technology and the support we need for us to properly take care of our clients.”

Senior Vice President of Wealth Management Ortega has been in the financial services industry for over 18 years. Prior to joining Raymond James, he worked for Wells Fargo as an advisor for 16 years. 

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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $923 billion. Additional information is available at www.raymondjames.com.