Custom Wealth Strategies Joins Raymond James: A New Era Awaits
Raymond James Expands Its Advisor Network
Raymond James (NYSE: RJF) is excited to announce that four talented financial advisors have joined its independent advisor channel, Raymond James Financial Services (RJFS). This move underscores the firm's commitment to enhancing client service and meeting the needs of high-net-worth individuals.
Meet the Newest Members of the Team
The new advisors are part of Custom Wealth Strategies (CWS) and include experts like David R. Burgio Sr., Michael Malaney, David M. Burgio Jr., and Mary M. McCafferty. These financial professionals bring over three decades of combined experience in the financial sector, having successfully managed around $315 million in client assets at their previous firm.
David R. Burgio Sr., who founded CWS in 2011, has a strong background, having spent more than 31 years in the industry. His approach is grounded in building close relationships with clients, ensuring they receive the guidance needed to navigate financial decisions effectively.
The Wealth Planning Experts at CWS
Malaney, a CERTIFIED FINANCIAL PLANNER™ professional, specializes as a wealth planner, leveraging his education in financial analysis from the University at Buffalo to help clients strategize for their futures. Meanwhile, David Burgio Jr., a promising newcomer to the field, is already making strides in his career and is keen on helping clients achieve their financial objectives.
Mary McCafferty adds over 22 years of extensive advisory experience to the team. Her previous roles in public accounting and as a financial controller enable her to offer unique insights that benefit her clients at CWS.
Support and Resources for Advisors
This talented team is bolstered by a dedicated support staff, including paraplanners and associates who contribute to the seamless management of client accounts and relationships. With professionals like Mary Lokken and Kristine Zanner ensuring that every detail is accounted for, clients can feel assured their investments are in excellent hands.
David Burgio Sr. expressed enthusiasm about joining Raymond James, stating, “We’ve found a partner that aligns with our vision, prioritizing care and clarity in all client interactions. By leveraging the robust technology and expansive resources at Raymond James, we can focus on what matters most – our clients’ goals.”
About Raymond James Financial Services
Raymond James Financial Services has been a cornerstone in the financial industry since its inception in 1974. It serves independent financial advisors across the nation, solidifying its position as a leading provider of investment and wealth planning services.
Through its affiliate, Raymond James & Associates, Inc., the company has built a strong reputation within the financial landscape, offering innovative products and reliable service to its clients. As of the latest reports, the firm manages approximately $1.65 trillion in client assets, showcasing its significant role and influence in the industry.
Customized Investment Solutions
Raymond James advocates for personalized investment strategies that cater to individual client needs. Advisors leverage state-of-the-art tools and market insights to tailor solutions that align with each client's financial aspirations.
Looking Ahead
With the addition of Custom Wealth Strategies, Raymond James continues to enhance its capabilities and commitment to its clients, fostering an environment where financial professionals can thrive and deliver outstanding service. The new advisors are already making an impact, promising a bright future for both the firm and its clients.
Frequently Asked Questions
What is Raymond James' focus in financial services?
Raymond James focuses on providing personalized investment and wealth management services to high-net-worth clients, emphasizing strong relationships and tailored solutions.
Who are the new advisors at Custom Wealth Strategies?
The new advisors include David R. Burgio Sr., Michael Malaney, David M. Burgio Jr., and Mary M. McCafferty, each bringing unique expertise to the team.
What experience do the new advisors have?
The advisors collectively have over three decades of experience in financial services, managing significant assets while prioritizing client needs and goals.
Why did Custom Wealth Strategies join Raymond James?
CWS joined Raymond James to align with a firm that shares its values of client care, clarity, and long-term perspective in financial planning.
What support does Raymond James offer its advisors?
Raymond James provides comprehensive support through advanced technology, resources, and a collaborative environment to ensure advisors can excel in serving their clients.
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