Raymond James welcomes Idaho financial advisor managing more than $185 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Rebekah Fa'asau, CRPC™ to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Boise, Idaho, according to Michael O'Meara, Midwest regional director for RJA.
Fa'asau arrives from Merrill Lynch, where she previously managed over $185 million in client assets and is joined by client service associates Ali McCormack and Payton Thomas. Together, they operate as Fa'asau Wealth Management of Raymond James, a client-oriented team dedicated to delivering personalized financial services and comprehensive wealth management solutions.
"My decision to join Raymond James centered around one thing, the clients I serve," said Fa'asau, managing director. “At Raymond James, there is a recognition that size and scale can’t replace relationships. The firm has a focus on quality and culture that has produced renowned market research, a broad array of investment options and sophisticated financial planning resources."
Fa'asau became an advisor in 2007 and built a 16-year career at Merrill Lynch, obtaining the titles of senior vice president and portfolio manager. She holds a Bachelor of Business Administration degree in marketing from the University of the Incarnate Word in San Antonio and the Chartered Retirement Planning Counselor™ designation.
Throughout her career, Fa'asau has built a reputation as a trusted advisor, with numerous industry recognitions and distinguished accolades. Forbes recognized her as one of their "Best-In-State Wealth Advisors" from 2019 through 2023; "Top Women Wealth Advisors" from 2020 to 2021; "America's Top Woman Wealth Advisors Best-in-State" from 2022 to 2023; and as one of its "Next-Gen Best-In-State Wealth Advisors" in 2019. Additionally, Working Mother Magazine recognized her as one of their "Top Wealth Advisor Moms" from 2018 to 2021.
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 $1.23 trillion as of May 31, 2023. Additional information is available at raymondjames.com.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary: (As of February 2021) 32,810 nominations were received, based on thresholds (9,785 women). 16,165 Advisors were invited to complete the online survey. 13,235 Advisors were interviewed by telephone. 2,595 Advisors were interviewed in-person at the Advisors' location. This ranking is based upon the period from 9/30/19-9/30/20 and was released on 3/24/21. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.
2019 Next-Gen Best-In-State Wealth Advisors: SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based upon the period from 3/31/18-3/31/19 and was released on 6/25/19. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Working Mother Top Wealth Advisor Moms: SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based is from 03/31/2020 to 03/31/2021, and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com.