Raymond James welcomes Guam advisor team managing nearly $290 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors David Beaver and Aaron Sanchez to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Maite, Guam, according to Rick Sanchez, West Coast regional director for RJA.
Beaver and Sanchez arrive from Merrill Lynch, where they managed approximately $287 million in client assets. Operating as David Beaver & Associates of Raymond James, the advisors are joined by client service associates Hope Chamberlain and Toni Vegafria, as well as investment account associate Brianna Tabilas, CPFATM.
"The pivotal factor in our decision to align with Raymond James was the firm's steadfast commitment to operating with integrity and supporting its advisors, associates and clients. This paradigm firmly resonates with our own values and business approach," said Beaver, senior vice president, investments. "We're excited to join Raymond James and for the positive changes this transition should bring about for our clients."
Beaver's financial services career spans more than 26 years and multiple roles at Merrill Lynch. He became a financial advisor in 2000 and maintains numerous professional designations, including the Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Certified Portfolio Manager® and Certified Plan Fiduciary Advisor®. Beaver is a graduate of the University of Maryland.
"Raymond James' unwavering dedication to service shines through its prioritization of the advisor-client relationship. The firm consistently demonstrates that strength comes from working with their people to support them and, in turn, support clients," said Sanchez, vice president, wealth management.
Sanchez's financial planning and investment management career includes more than 15 years at Merrill Lynch. A native of Bellevue, Washington, he earned his bachelor's degree from Seattle University and holds the Chartered Retirement Planning CounselorSM professional designation.
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.