Raymond James welcomes Florida financial advisor managing over $360 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Joshua Rogers, CFP®, CRPC®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Ponte Vedra, Florida, according to Bert White, Florida regional director for RJA.
Previously managing approximately $360 million in client assets at Merrill Lynch, Rogers leads Rogers Wealth Management of Raymond James and is joined by client service associate Kristen Stoinoff. Together, the team provides sophisticated wealth management guidance to a dynamic and uniquely successful clientele, including business owners, families and individuals living in and preparing for retirement. They operate as part of RJA's Ponte Vedra Complex, led by complex manager Tom Isaacs.
"We selected Raymond James after extensive due diligence and were drawn to its substantial resources, technology and financial stability. However, our decision was centered on our clients and finding a firm that would provide us with the best opportunity to care for their unique needs and objectives," said Rogers, senior vice president, wealth management. "At Raymond James, there is an unquestionable focus on quality and culture. We're confident that its platform and capabilities are the right fit for our clients and for growing our practice moving forward."
Rogers began and built a 23-year career as a financial advisor with Merrill Lynch. He was named to the 2022 and 2023 editions of the Forbes list of Best-in-State Wealth Advisors. Rogers is a graduate of Florida State University with a degree in marketing, as well as a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Retirement Planning Counselor™.
"It is an absolute pleasure to welcome Josh and his team to Raymond James," said White. "Their unwavering commitment to clients is impressive and we're confident they will continue to grow and thrive with the support of the firm's advanced capabilities, stability and cutting-edge technology."
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 $1.28 trillion as of June 30, 2023. 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.
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.