Raymond James welcomes North Carolina advisors managing over $185 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Greg Sardzinski and Andrew Vanore to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Greensboro, North Carolina, according to Deborah Cicatelli, Mid-South regional director for RJA.
As Sardzinski Vanore Wealth Management of Raymond James, the advisors offer personalized financial planning and investment management strategies to clients, including business owners, corporate executives, sudden wealth recipients and individuals planning for or living in retirement. They previously managed approximately $185 million in client assets at Merrill Lynch and join RJA’s North Carolina Metro Complex, headed by complex manager Rodney Lineberry.
“After an extensive search, we quickly realized that Raymond James set itself apart from the other options we were exploring. The firm’s culture of supporting the advisor-client relationship was evident from the beginning,” said Sardzinski, senior vice president, wealth management. “We were introduced to key associates, the firm’s wealth management platform and efficient and timesaving processes that all aligned with the firm’s culture. In the end, we found there was a value match that we could not find with any other firm.”
A 22-year veteran of the financial services industry, Sardzinski has worked for several financial institutions, including Merrill Lynch, Bank of America and Bank One, in roles ranging from regional executive to financial advisor to senior vice president. He is a Florida State University graduate with a bachelor’s degree in finance. He maintains multiple industry designations, which include Certified Private Wealth Advisor®, Certified Portfolio Manager, Certified Plan Fiduciary Advisor™ and Chartered Retirement Planning Counselor™.
As vice president, wealth management, Vanore has over a decade of experience helping clients pursue their financial goals. Prior to his tenure with Merrill Lynch, Vanore worked at Koury Corporation for 11 years as a real estate project manager. He holds the Certified Plan Fiduciary Advisor™ designation and graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in industrial relations and business 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 $1.25 trillion as of April 30, 2023. Additional information is available at raymondjames.com.