Raymond James welcomes multigenerational advisor teams collectively managing $370 million in Pennsylvania, Ohio
ST. PETERSBURG, Fla. – Raymond James recently welcomed five financial advisors collectively managing $370 million in client assets to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Bill Theis, Mid-American regional director for RJA. They include Alphonse “Al” Weber, WMSTM and Erin Weber, CFP® from Cranberry Township, Pennsylvania and Sanjay Beach, MBA, CFP®, CRPS®, C(k)P®, CPFATM, Kalpana Beach, CRPS® and Makis Beach, CRPS® from Westlake, Ohio.
Father-daughter team Al and Erin are joined by senior client service associate Katie Burr and previously managed approximately $210 million in client assets at Hefren-Tillotson, a Baird company. Together, they operate as Weber Group of Raymond James and serve clients from a wide range of ages and occupations, including business owners, individuals and families preparing for or living in retirement.
“We could not be happier with our move to Raymond James. Even though it is a large company with tremendous resources, it has a boutique feel,” said Al, senior vice president, investments. “We especially like the top-down approach of ensuring the client always comes first, with special attention given to financial planning. Our practice was built on developing one relationship at a time, which fits perfectly with the Raymond James way of doing business.”
Sanjay, Kalpana and Makis, along with senior registered client service associate Kathlene Crisp, make up Beach Wealth Planning Partners of Raymond James. They arrive from Merrill Lynch, where they previously managed approximately $160 million in client assets. The distinguished father-daughter-son team provides comprehensive financial guidance to a unique mix of clients, from corporate and c-suite executives to professional athletes and coaches.
“Our primary focus is our clients. We’re committed to helping them establish and execute a financial plan that achieves their goals and objectives,” said Sanjay, managing director and branch manager of RJA’s Westlake office. ”Joining Raymond James merges a commitment to wealth planning with a full-service financial firm. As a result, our practice has gained access to a high caliber firm with extensive capabilities along with the expertise and services our clients deserve.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is 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 $1.16 trillion as of Aug. 31, 2022. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.