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

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

UBS loses arbitration battle in fiduciary fight over foundation funds
UBS loses arbitration battle in fiduciary fight over foundation funds

A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Three easy ways to boost your firm’s impact this summer
Three easy ways to boost your firm’s impact this summer

Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

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.