Raymond James welcomes Florida financial advisor managing $235 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor James “Buck” Williams, CFP®, CEPA® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Williams is a founding partner at Coastal Oak Wealth Advisors in Jacksonville, Florida. The practice offers clients a breadth of financial services with a focus on managing generational wealth, investment strategy, risk management and legacy planning. Previously, he managed over $235 million in client assets at UBS Private Wealth Management.
“Our main consideration was selecting a firm that seamlessly aligns with our clients' needs and offers essential support for our expanding practice. The Raymond James client-centric culture and level of expertise across functions of the firm not only aids us in serving our clients but will bring measurable efficiencies to our daily operations. This allows us to serve clients at a high level with the horsepower to help deliver solutions in the most complex financial situations,” said Williams.
Prior to Coastal Oak Wealth Advisors, Williams spent nearly 10 years with UBS Private Wealth Management as senior vice president, retirement plan consultant and portfolio manager. Williams has earned both the CERTIFIED FINANCIAL PLANNERTM and Certified Exit Planning Advisor professional designations since launching his career at Fidelity Brokerage Services in 2011. He is a graduate of the University of Florida.
Robert Mistretta, CFP® joins Williams from UBS as director at Coastal Oak Wealth Advisors, where he provides wealth management analysis, financial planning and client support.
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 $1.38 trillion as of Jan. 31, 2024. 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. Coastal Oak Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.