Raymond James welcomes financial advisor duo managing $260 million in Virginia
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kevin Okim, CFP®, and Deborah Okim, CFP®, AAMSTM, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Shannon Reid, Northeast division director for RJFS.
The husband-and-wife duo arrive from Edward Jones, where they managed nearly $260 million in client assets. As partners at Okim Wealth Management in Reston, Virginia, their team includes client service associates Elizabeth Mendoza and Michelle Roof. Together they provide comprehensive financial planning to clients, specializing in business owners, multigenerational families, healthcare professionals and corporate retirement plans.
“After much deliberation and due-diligence we decided to partner with Raymond James for its innovative resources, personalized attention and most importantly our shared ‘client-first’ culture,” said Kevin. “We are confident that this partnership provides us the autonomy to deliver what we believe is a more comprehensive, full-service experience using more advanced financial planning tools, a broader investment strategies platform and the ability to provide expanded banking and lending solutions to help our clients meet their long-term financial goals.”
An industry veteran, Kevin offers nearly two decades of experience spent at his previous firm. He has earned the CERTIFIED FINANCIAL PLANNERTM professional designation in addition to a Bachelor of Science in accounting from the University of Maryland at College Park.
“It was not an easy decision for Kevin and me to transition from our previous firm after two decades, but the time came for us to look for a platform that offers the freedom and resources for us to excel as a team for our clients and for ourselves. With great care and diligence, we found a partner in Raymond James that will allow us to build on our experience so that we can continue to deliver the high quality service our clients deserve,” said Deborah.
Deborah brings 20 years of financial planning experience from her previous firm. She is both a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Asset Management SpecialistSM. Originally from Manila, Philippines, Deborah graduated from the University of Maryland at College Park with a Bachelor of Science in accounting.
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 $1.26 trillion as of Sept. 30, 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. Okim Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.