Raymond James welcomes San Diego financial advisor managing $450 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Kalyn Walker, CEPA®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in San Diego, California, according to John Simmons, California regional director for RJA.
Walker arrives from UBS Financial Services, where she managed approximately $450 million in client assets. She is joined by senior investment portfolio analyst Sean Clancy and will serve clients as part of RJA's San Diego branch, led by branch manager David Richman.
"The advisor experience provided by Raymond James is truly remarkable and has already exceeded every expectation. Everyone is kind, thoughtful and supportive, creating an environment that feels boutique yet is backed by robust resources for both advisors and clients," said Walker, managing director. "Moreover, the firm's well-documented financial stability and long-term approach align seamlessly with the mindset of my clients – growing wealth without undue risk."
Walker has over 16 years of experience in the financial services industry. She began her career at Merrill Lynch and most recently spent nearly a decade at UBS. Walker holds a bachelor's degree in finance from Santa Clara University and the Certified Exit Planning Advisor professional designation.
"We're seeing remarkable momentum as exceptionally talented advisors continue to join our Western division," said Simmons. "I am elated to welcome Kalyn and her team. We are confident she will carry forward her track record of success and dedication to client service as part of RJA's San Diego branch."
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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 2024. Additional information is available at raymondjames.com.