December 21, 2018
Raymond James welcomes team managing $170 million in client assets in West Palm Beach, Florida
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Patricia Sans and Seraphim “Sam” Rine to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in West Palm Beach, Florida, according to Patrick O’Connor, Florida regional director for RJA.The team, known as The Intracoastal Group of Raymond James, joins from Morgan Stanley, where the pair previously managed more than $170 million in client assets.
“The home office visit was a turning point in our decision to join Raymond James,” said Sans, senior vice president, investments. “Going to the office, meeting some of the executives and having them ask us questions about our business really solidified the culture. I could see that my clients would be just as important to the firm as they are to me.”
Sans has been in the financial planning field since 1983, beginning her financial career at E.F. Hutton. She later worked at Merrill Lynch and most recently Morgan Stanley, before joining Raymond James.
Rine, senior vice president, began his financial services career with Citigroup in 2001. Prior to joining Raymond James, he worked as a financial advisor at Morgan Stanley.
“It’s a pleasure to welcome Patti and Sam to the firm,” said Bert White, manager of the South Florida complex for RJA. “We believe they are an exceptional team, and with their commitment to putting clients first, they make great additions to Raymond James.”
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary 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 $764 billion. Additional information is available at www.raymondjames.com