Raymond James has picked up a wirehouse breakaway team in Guam that includes two advisors who managed $287 million at their old firm.
David Beaver and Aaron Sanchez have joined Raymond James & Associates, the firm's employee advisor channel, from Merrill Lynch, along with client service associates Hope Chamberlain and Toni Vegafria, as well as investment account associate Brianna Tabilas.
Beaver has 26 years of industry experience and has been a financial advisor since 2000, picking up multiple certifications along the way including the certified investment management analyst, certified private wealth advisor, certified portfolio manager and certified plan fiduciary advisor.
Sanchez’s career as a financial planning and investment management professional includes more than 15 years at Merrill Lynch. He holds the chartered retirement planning counselor professional designation.
The team will operate as David Beaver & Associates of Raymond James, and Beaver explained the decision to join RJA.
"The pivotal factor in our decision to align with Raymond James was the firm's steadfast commitment to operating with integrity and supporting its advisors, associates and clients. This paradigm firmly resonates with our own values and business approach," said Beaver, senior vice president of investments. "We're excited to join Raymond James and for the positive changes this transition should bring about for our clients."
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
