Husband and wife managing $260M join Raymond James from Edward Jones

Husband and wife managing $260M join Raymond James from Edward Jones
Virginia-based advisors says it was a hard decision to switch after two decades.
NOV 21, 2023

Husband and wife financial advisors Kevin Okim and Deborah Okim have made a big decision to switch affiliation after more than two decades with their old firm.

“It was not an easy decision for Kevin and me to transition from our previous firm after two decades, but the time came for us to look for a platform that offers the freedom and resources for us to excel as a team for our clients and for ourselves,” Deborah Okim explained. “With great care and diligence, we found a partner in Raymond James that will allow us to build on our experience so that we can continue to deliver the high quality service our clients deserve.”

The duo has joined Raymond James’ independent advisor channel from Edward Jones, where they managed almost $260 million. Their team at Okim Wealth Management in Reston, Virginia, includes two client service associates, Elizabeth Mendoza and Michelle Roof.

“After much deliberation and due-diligence we decided to partner with Raymond James for its innovative resources, personalized attention and most importantly our shared ‘client-first’ culture,” Kevin Okim said. “We are confident that this partnership provides us the autonomy to deliver what we believe is a more comprehensive, full-service experience using more advanced financial planning tools, a broader investment strategies platform and the ability to provide expanded banking and lending solutions to help our clients meet their long-term financial goals.”

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.