Raymond James welcomes 12 South Florida financial advisors collectively managing more than $2.2 billion in client assets
ST. PETERSBURG, Fla. – Raymond James welcomed 12 financial advisors in South Florida to Raymond James & Associates (RJA) – the firm’s employee advisor channel, according to Bert White, Florida regional director for RJA. The advisors joined RJA’s South Florida Complex, led by manager Stephen Sullivan, from Wells Fargo, Merrill Lynch and Morgan Stanley.
“As we continue to build on our strong presence in South Florida, we are pleased to welcome so many outstanding financial advisors to our Coral Gables, Ft. Lauderdale, Boca Raton and Palm Beach Gardens locations,” said Tash Elwyn, president and CEO of RJA. “We’re proud that the culture and high level of support at Raymond James continue to be attractive to financial advisors, particularly those looking for an elevated financial advisor and client experience.”
Operating out of RJA’s Coral Gables office are former Wells Fargo financial advisors Andres Galvez and Edwin Shedd, who joined in March and previously managed approximately $220 million in client assets. Financial advisors joining from Wells Fargo in April include Maria Jose Pessoa ($130 million in assets), Lizzette Inchaustegui ($160 million in assets), Orlando Garcia ($527 million in assets) and Javier Ferreira ($252 million in assets). Joining the Coral Gables office from Wells Fargo in May are financial advisors Miguel Viyella ($537 million in assets), Rafael Sagarbarria and Oscar Gonzalez (who together formerly managed approximately $121 million in assets). The Coral Gables branch is managed by Mike Origlia.
Located in RJA’s Ft. Lauderdale office is financial advisor Griselda Uzcategui who at Wells Fargo managed approximately $120 million in client assets. The Ft. Lauderdale office is managed by Richard Caccamise.
Joining RJA’s Boca Raton office, which is managed by Dan Kraus, is financial advisor Charles Fischer, who previously managed $100 million in client assets at Morgan Stanley.
Operating out of RJA’s Palm Beach Gardens location is financial advisor David Letourneau, who joined from Merrill Lynch, where he previously managed approximately $60 million in assets. RJA’s Palm Beach Gardens office is managed by Larry Gonnello. Joining him is financial advisor trainee Benjamin Graybow, who is part of the firm’s Advisor Mastery Program for new financial advisors.
“We were looking for a firm that has a business owner mentality, combined with a distinctive culture, that shares the same values of putting its clients first, and we are pleased to have found that in Raymond James,” said Shedd. “In addition, the efficient technology was very appealing with its sophisticated features in CRM to best serve our clients.”
“I am thrilled to be here at Raymond James,” said Uzcategui. “I was immediately attracted to the firm’s culture and focus on supporting advisors and our wealth management clients. I’ve been impressed by the level of of accessibility to both local and senior management, and the comprehensive support from teams throughout the firm.”
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 $1.15 trillion. Additional information is available at raymondjames.com.