Raymond James welcomes San Diego financial advisor managing $130 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Taimur "Tam" Baig to Raymond James & Associates (RJA) – the firm's employee advisor channel – in San Diego, California, according to John Simmons, California regional director for RJA.
Baig arrives from Morgan Stanley, where he managed approximately $130 million in client assets. He leads Be Wealth Efficient of Raymond James and specializes in creating customized financial plans for clients, with a focus on technology and biotechnology professionals.
"I wanted to align with a full-service wealth management firm with the right mix of resources and dedication to clients. Raymond James stood out for the way it approaches the experience of its advisors and available support systems," said Baig. "The investment platform and technology are advanced, with robust customization and self-service tools that provide added value to my unique technology-focused clientele."
Baig began his financial services career in 2009 as an advisor at Merrill Lynch. He later spent five years at Wells Fargo and seven years at Morgan Stanley. Baig is an armed services veteran, previously serving in the Marine Corps and as an Air Force intelligence officer. He earned his bachelor's degree from Hawaii Pacific University and a Master's in International Public Policy from Johns Hopkins School of Advanced International Studies.
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 $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.