Raymond James welcomes financial advisors managing $220 million in client assets in Sarasota, Florida
Depth of resources and access to support attract multigenerational advisor team
ST. PETERSBURG, Fla. – Raymond James recently welcomed Richard Stern and Jeffrey Stern, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Sarasota, Florida, according to Chris Fils, CFP®, Florida Suncoast complex manager for RJA.
The father-son duo operates as Stern Wealth Management of Raymond James. They join from Robert W. Baird & Co., where they previously managed approximately $220 million in assets for a variety of clients, including business owners, families and individuals, healthcare professionals and retirees.
“Raymond James is a client-first firm, where leaders reflect on the firm’s founding values while keeping their focus on the future,” said Jeffrey, senior vice president, wealth management. “Their forward-thinking nature is evident in all the resources they have invested in and developed, such as top-notch research and state-of-the-art technology. With the home office in close proximity to our team’s location, and with the access to leadership and firm experts, we’re excited to leverage all the resources in support of our clients.”
Jeffrey has been in financial services for more than 23 years, working most recently with Baird for the last nine years. He graduated from Tulane University, A. B. Freeman School of Business with a Bachelor of Science in Management Degree in Finance. He earned the Certified Financial Planner™ professional certification from Northwestern University.
Richard, managing director, has more than 45 years of experience in financial planning and investment management. He began his career in financial services in 1976, working at various firms such as Loewi & Co.; Kidder, Peabody; Smith Barney and most recently, Baird.
“I’ve been a wealth manager in Florida for the past 37 years and I’ve always admired Raymond James from afar,” said Richard. “It’s a real privilege to become part of the Raymond James team with all of the benefits it offers to our clients.”
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 8,300 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.09 trillion. 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.