Raymond James welcomes $240 million advisor team in Ocala, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Gregory Stevens and Vince Spires to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in Ocala, Florida, according to Patrick O’Connor, Florida regional director for RJA.
The advisor duo operates as Spires & Stevens Wealth Management of Raymond James and joins from Morgan Stanley, where they previously managed approximately $240 million in client assets. Also joining the firm is Yvonne Emeric, senior registered client service associate.
“We were drawn to the client-first and advisor-friendly culture at Raymond James,” said Stevens, senior vice president, wealth management. “They have the resources to help us take care of our clients’ evolving needs, and offer us the freedom to run our business the way we feel is best. We have been very impressed with the level of service from the home office and our local management. The support they provide and their willingness to do what they can to help is refreshing. We’re excited to now be a part of Raymond James.”
Stevens has more than 21 years of financial services experience. He began his career as an advisor at Smith Barney, where he spent 11 years. After Smith Barney’s acquisition by Morgan Stanley, he remained with the firm for nine additional years before joining Raymond James in 2019. Stevens earned his bachelor’s degree from the University of Florida.
Spires, senior vice president, wealth management, began his financial services career in 2000. Prior to joining Raymond James, he spent the entirety of his career as a financial advisor at Morgan Stanley. Spires studied business management at the College of Central Florida.
“We are pleased to welcome Greg, Vince and Yvonne to Raymond James,” said O’Connor. “With a strong commitment to their clients and an appreciation for the advisor-centric culture at Raymond James, they are great additions to the firm and our Ocala office.”
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 $765 billion. Additional information is available at www.raymondjames.com.