Raymond James welcomes Michigan financial advisor managing over $130 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Barbara Paneral to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Grand Rapids, Michigan, according to Dominic Prioli, Great Lakes regional director for RJA.
Barbara arrives from Baird, where she previously managed over $134 million in client assets. She and senior investment portfolio associate Stephen Paneral operate as Paneral Family Wealth Advisory of Raymond James, focusing on providing sophisticated wealth planning for individuals and families, with a specialized focus on single, widowed and divorced women.
"Our main consideration was selecting a firm that seamlessly aligns with our clients' needs and offers the essential support for our expanding practice," said Barbara. "Raymond James meets these needs and offers extensive investment resources, a highly capable technology platform, and, most importantly, a client-centric culture. While our home may have changed, our unwavering commitment to our clients remains steadfast."
With over two decades of financial services experience, Barbara leads her practice as senior vice president, investments. She began her career in equity research and has held various roles in the industry, including tax-free bond trading, portfolio management, insurance and mutual fund marketing. Barbara served as a financial advisor at Wells Fargo from 2013 to 2018 before transitioning to Baird. Barbara holds a bachelor's degree in finance and Spanish from Marquette University.
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 $1.30 trillion as of Aug. 31, 2023. Additional information is available at raymondjames.com.