Raymond James welcomes experienced Michigan advisor managing over $180 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Rose Gatto, AIF®, AAMSTM to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Birmingham, Michigan, according to Dominic Prioli, Great Lakes regional director for RJA.
Along with senior client service associate Debbie Beardsley, Gatto arrives from Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC where she managed over $180 million in client assets. As Rose Gatto Wealth Management of Raymond James they serve families and individuals, pre-retirees and retirees, corporate executives and business owners.
“The advisor and client experience at Raymond James is outstanding and has already exceeded my expectations. The team is extremely supportive, and the firm’s culture creates a personal, boutique-like environment backed by extensive resources for both advisors and clients,” said Gatto, senior vice president of wealth management. “Additionally, the firm’s commitment to ethical standards, financial stability and a conservative, long-term approach aligns seamlessly with the mindset of my clients – growing wealth without undue risk.”
Gatto brings over 25 years of financial services industry experience to her role as senior vice president, wealth management. She began her career with Comerica Bank in 1999 and served as a financial advisor during a 24-year tenure at Comerica Securities. She received her undergraduate degree from Syracuse University and holds the Accredited Investment Fiduciary ® and Accredited Asset Management SpecialistTM designations.
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.