Alex. Brown continues South Florida growth welcomes Miami client advisor
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, recently welcomed financial advisor Alejandro Bachmann in Miami, Florida, according to Brett Kellam, regional director for the Atlantic Region of Alex. Brown.
Bachmann arrives from J.P. Morgan Private Bank, where he previously served as a financial advisor for more than 11 years, and team lead, managing $3.8 billion in client positions for high-net-worth clients in Central America, the Caribbean and the U.S. He will join Alex. Brown’s Brickell Avenue branch, headed by Eric Termini, regional executive for South Florida.
“I joined Alex Brown because of the firm’s sophisticated solutions for clients, including private, institutional and family offices with cross-border ties. The bespoke boutique solutions and client-first culture, reinforced by a strong local management team, differentiated Alex. Brown from the pack,” said Bachmann, managing director.
With over 20 years of experience in the financial services industry, Bachmann’s background spans various disciplines he honed while offering guidance to single-family offices in the U.S. and abroad, including wealth management, corporate banking and more. He holds a Bachelor of Science in economics and finance from the Universidad De Los Andes in Bogota and an Executive Master of Business from the Kellogg School of Management.
“We continue to enjoy strong recruiting success among highly-regarded client advisors, like Alejandro, thanks to our client-oriented culture and robust technology offerings at Raymond James,” said Kellam. “Attracting top talent in key markets has been a catalyst for meaningful growth at Alex. Brown and for the success of our advisor teams.”
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James offering individuals, high-net-worth families and institutions highly-regarded financial planning and wealth management services, became the nation’s first investment bank upon its founding in 1800. The boutique division’s broker/dealer and registered investment advisor is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.19 trillion as of Aug. 24, 2022. Additional information is available at www.alex-brown.com.