Raymond James welcomes financial advisor managing over $240 million in Florida
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Juan Militello, MBA, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Coral Gables, Florida, according to Bert White, Florida regional director for RJA.
Militello joins RJA's South Florida Complex, led by complex manager Stephen Sullivan. He previously managed more than $240 million in client assets at Morgan Stanley, where he specialized in serving high-net-worth clients in the U.S., Central and Latin America.
"I believe what truly sets Raymond James apart is its unwavering focus on the advisor-client relationship. The firm understands that by supporting financial advisors with the right culture, technology and resources, we can better serve our clients. It's a clear-cut and compelling concept for long-term growth, showcased by the firm's strong balance sheet and performance," said Militello. "Moreover, the pleasant atmosphere within the office and approachability of leaders makes me feel like part of a welcoming, big family."
Militello brings over two decades of financial services experience to his position as managing director. Prior to his recent tenure as an executive director at Morgan Stanley, he served as a relationship manager at HSBC Private Bank for four years. Militello also held positions at Citigroup Private Bank and BankBoston. Militello earned his Master of Business Administration from the University of North Carolina at Chapel Hill and a bachelor's degree in finance from the University of California, Berkeley.
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.