Raymond James welcomes experienced advisor managing over $250 million in Central Florida
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Anthony Losh, CFP®, CRPCTM, CRPSTM, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Stuart, Florida, according to Tom Walrond, Eastern division director for RJA.
Losh arrives from Ameriprise Financial, where he managed more than $250 million in client assets. He is joined by financial planning consultant Julia Arrighi and registered client service associate Rene Quinones. The team operates as part of RJA's Stuart branch, led by branch manager Tanya Wandoff and Central Florida complex manager Stephen Fricke.
"I'm impressed by Raymond James' reputation for integrity and client-first culture, as well as the firm's comprehensive support and resources for advisors," said Losh, senior vice president, wealth management. "I look forward to leveraging the firm's robust platform and technology to provide my clients with more enhanced offerings – all backed by the personalized service they expect from our team."
With over 26 years of experience in the financial services industry, Losh previously worked as a financial advisor at Comerica Securities and Primevest Financial Services before joining Ameriprise. He is a CERTIFIED FINANCIAL PLANNERTM professional and has the Chartered Retirement Planning CounselorSM and Chartered Retirement Plans SpecialistSM designations. Losh is a graduate of Otterbein University, where he received a degree in finance.
"We are thrilled to welcome Tony and his team to Raymond James and eager to see the benefits this change has for his practice," said Fricke. "Anthony's commitment to client service, underscored by resolute integrity and a tactical approach to helping clients realize their unique financial goals, make him an ideal addition to our Central Florida footprint."
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 $1.41 trillion as of Apr. 30, 2024. Additional information is available at raymondjames.com.
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.