Raymond James Welcomes $160 Million Advisor from UBS
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Stephen Bradley, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Acton, Massachusetts, according to Tom Harrington, Northeast regional director for RJFS. Bradley joined Boston Harbor Wealth Advisors (BHWA), an independent practice aligned with RJFS.
Bradley comes to Raymond James and BHWA from UBS, where he previously managed more than $160 million in client assets. He has been in the financial industry for more than 13 years, beginning his career as a financial advisor with UBS, where he remained until joining Raymond James in 2018. Bradley earned both his bachelor’s degree in accounting and his MBA from Bentley University.
“Raymond James provides me a broad spectrum of resources, so that I can offer customized solutions to my clients,” said Bradley. “But to me, it came down to culture and dedication to supporting the advisor-client relationship. The fact that they have not only a Client Bill of Rights, but also an outlined Financial Advisor Bill of Rights, is evidence of their continued commitment to both advisors and their advisors’ clients. I’m excited to partner with them and Boston Harbor Wealth Advisors as I continue to serve my clients and build my business.”
Bradley joins BHWA, which has been aligned with the RJFS Independent Contractor Division since 2015, when partners Matt Davis and Ryan Hendrickson co-founded the group. Since starting BHWA three years ago with $130 million in assets under management, Davis and Hendrickson have grown the network of advisors, which now manages nearly $900 million in combined client assets.
“Our goal is to provide flexibility for advisors,” said Davis. “We’re pleased to welcome Stephen, who has spent more than a decade building his business and like many advisors who have joined us throughout the last three years, appreciates our team’s flexible and tailored approach.”
“What continues to strengthen Boston Harbor Wealth Advisors is the experience and unique points of view from each member of the team pushing us to continue to deliver the best service to our clients,” said Hendrickson.
“We’re pleased Raymond James’ platform, support and resources continue to attract outstanding financial advisors like Stephen,” said Harrington. “We value our continued relationship with Boston Harbor Wealth Advisors, and we remain committed to providing high quality service and support to them and their affiliated advisors, as they grow their independent practices.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $753 billion.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Boston Harbor Wealth Services, LLC, and Raymond James Financial Services Advisors, Inc. Boston Harbor Wealth Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.