Raymond James welcomed financial adviser Amy Wasser, who previously managed approximately $275 million in client assets at Edward Jones, to Raymond James Financial Services Inc., its independent adviser channel, the company announced Wednesday.
Wasser’s team at Wasser Wealth Management, which is based in Pleasant Hill, California, includes client relationship managers Melinda Fairweather and Laura Kurtzer. The team serves a variety of clients including business owners, families, retirees, women investors and individuals with sudden wealth.
Wasser worked for more than 22 years at Edward Jones. She holds the AAMS professional designation and certified financial planner certification.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
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