Raymond James welcomes Ohio financial advisor with over $100 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Stacy McVan to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Dublin, Ohio, according to Amy Smart, Mid-American regional director for RJA.
McVan arrives from Edward Jones, where she managed over $100 million in client assets. Joined by client service associate Jada Rock, Stacy McVan Wealth Management of Raymond James serves business owners, families and individuals, pre-retirees and retirees as a part of RJA’s Dublin branch, led by branch manager Mike Teller.
"I firmly believe that effective wealth management begins with a well-designed financial plan. Raymond James provides the perfect platform for me to focus on serving my clients and helping them surpass their goals," said McVan, vice president of wealth management. "I can confidently empower my clients to make informed decisions that help enhance their financial well-being with Raymond James' wide range of resources, cutting-edge technology and exceptional service."
With 10 years of experience in the financial services industry, McVan’s career spans previous firms such as HSBC, Edward Jones and Johnson & Johnson. Her professional experience is backed by a bachelor’s degree in business management from the University of Akron.
“We are thrilled to welcome Stacy to our Dublin team. Stacy brings an intense passion for helping clients meet their financial needs and an experienced process throughout her career,” said Teller. “We are excited to have her and look forward to seeing her continue to grow.”
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.