Raymond James welcomes seasoned financial advisor managing $115 million in Nevada
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Graham Rogney to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Minden, Nevada, according to Rick Sanchez, West Coast regional director for RJA.
Rogney joins Raymond James from Morgan Stanley, where he previously managed approximately $115 million in client assets. As Rogney Wealth Management of Raymond James, he serves clients representing a wide range of backgrounds and occupations, including families and individuals approaching or living in retirement. Rogney is supported by RJA’s Mountain Desert Complex, led by managing director Pam McComas, CFP®.
“Raymond James is well known for its sophisticated technology, expansive platform capabilities and commitment to service. Beyond those factors, what sets the firm apart is its people,” said Rogney, senior vice president, investments. “Everyone I have encountered since my first visit to the home office has exceeded my expectations with their dedication to service and outgoing attitude. This infectious level of service is consistent with the approach I bring to my own client interactions.”
Rogney is a 26-year financial services industry veteran whose professional experience spans from financial planning to comprehensive portfolio management. He began his career at Prudential Securities, before transitioning to Schwab Private Client in 2003. After nearly a decade of service, he moved to Morgan Stanley in 2009. Rogney is a graduate of Purdue University and received a degree from the Krannert School of Management.
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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.09 trillion as of Sept. 30, 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.