Raymond James welcomes advisor team collectively managing over $1 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of seven financial advisors to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Las Vegas, Nevada, according to Rick Sanchez, West Coast regional director for RJA.
The team includes financial advisors Nick Takahashi, CRPC™, James Zapotocky, Joshua Yocam, Luka Vasiljevic, Michael Ortega, Stephen Ellingsen and Sean Tsaconas, as well as senior client service associate Yalda Momeni. They arrive from Morgan Stanley, where they managed approximately $1.3 billion in client assets and will operate as part of part of RJA’s Las Vegas branch, serving corporate executives, families and individuals, pre-retirees and retirees.
“Joining Raymond James was a natural choice for my team and I. When we look to the future of Takahashi Retirement Group, the client and advisor centric ethos combined with vast resources and support at Raymond James offers us the best opportunity for growth and stability for our clients,” said Takahashi, managing director. “Additionally, the firm’s renowned leadership and history makes for a seamless cultural fit.”
Takahashi brings over 15 years of financial services industry experience to his role as managing director. He began his career with Wachovia Securities and recently served as a financial advisor during an 11-year tenure at Morgan Stanley. Takahashi received his undergraduate degree in economics from the University of California San Diego and holds the Chartered Retirement Planning Counselor™ designations.
“The opportunity to grow with an industry leader that gets to know you on a personal level makes Raymond James the perfect long-term partner for our team,” said James Zapotocky, senior vice president of wealth management. “Additionally, the technology platforms and advisor services offered make the firm a stand-out choice in the industry.”
Zapotocky began working in the financial services industry in 2010 at Wells Fargo and recently served as an advisor at Morgan Stanley for over a decade. His 14 years of experience are backed by a bachelor’s degree in finance from California State University – Long Beach.
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 May 31, 2024. Additional information is available at raymondjames.com.