Raymond James welcomes financial advisor duo managing $160 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Raymond Forster II and Giovanni Galbiati to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Shannon Reid, Northeast division director for RJFS.
Forster and Galbiati arrive from UBS Financial Services where they previously managed more than $160 million in client assets. Together they operate as RGWM and are headquartered in Newton, Massachusetts. The pair serve a variety of clients, including women investors, business owners, corporate executives, families and retirees.
“For us, moving to Raymond James was a well thought out decision that was ultimately, very easy. It became clear to us that the firm offers all the important characteristics we need to provide high-quality service to our clientele, who are our highest priority,” said Forster.
Forster brings over 35 years of financial services experience to his role as registered principal. Galbiati also offers extensive experience since launching his advising career in 1996. Both advisors have spent the last 12 years affiliated with UBS.
“We joined Raymond James with a focus on finding the right partnership for our clients. We value the firm’s relationship-centered approach, backed by quality market research, diverse investment options and advanced planning resources. I’m confident that this alignment will help us provide excellent service to our clients and support our long-term growth,” said Galbiati.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries 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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. RGWM is not a registered broker dealer and is independent of Raymond James Financial Services.