A Las Vegas-based staff of seven advisors collectively managing about $1.3 billion in consumer belongings is becoming a member of Raymond James’ worker advisor channel from Morgan Stanley.
The staff contains advisors Nick Takahashi, James Zapotocky, Joshua Yocam, Luka Vasiljevic, Michael Ortega, Stephen Ellignsen and Sean Tsaconas. The group will function out of Raymond James’ Las Vegas location, working with executives, households, pre-retirees and retirees. They’ll be joined by senior consumer service affiliate Yalda Momeni.
Based on Takahashi, becoming a member of Raymond James was “a pure alternative for the staff” as a result of agency’s “consumer and advisor-centric ethos” and its sources and help.
“Moreover, the agency’s famend management and historical past makes for a seamless tradition match,” he mentioned.
Beginning in 2008, Takahashi labored at Wachovia Securities (which merged with Wells Fargo that 12 months) earlier than shifting to Morgan Stanley for 11 years. He’ll be becoming a member of Raymond James as a managing director. Zapotocky entered the business in 2010 at Wells Fargo earlier than becoming a member of Morgan Stanley for over 10 years.
Earlier this month, Raymond James attracted a Morgan Stanley advisor (and one from Merrill Lynch) to open the primary Alaska location for its worker advisor channel. Keith Inexperienced came to visit from Morgan Stanley, the place he managed greater than $290 million in belongings, whereas Jon Coon left Merrill (the place he managed about $308 million) to assist create an Anchorage workplace.
Earlier this month, Raymond James additionally grabbed a $490 million Florida-based staff from Merrill for its unbiased advisor channel.
Earlier this 12 months, Raymond James introduced that CFO Paul Shoukry will succeed present CEO Paul Reilly because the agency’s chief in fiscal 12 months 2025, a part of a broader “multi-year succession planning course of.”
As part of these shifts, the agency promoted Tom Walrond to go Raymond James Associates, changing Tash Elwyn, who was appointed president of the corporate’s Personal Consumer Group. In November, Raymond James introduced that Shannon Reid would head the agency’s unbiased contractor division.
