Raymond James welcomes New York financial advisor managing over $245 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Brett Goldstein, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in New York, New York, according to Kelly Anderson, Northeast regional director for RJA.
Goldstein arrives from LPL Financial, where he managed over $245 million in client assets. As Brett Goldstein of Raymond James, he serves families and individuals, retirees, business owners and corporate retirement plans as a part of RJA’s New York branch, led by complex manager Judson Potter.
“This transition is reflective of my dedication to client service and long-term stability. By joining Raymond James, I found a partner that shares my values both professionally and personally, while empowering me to confidently serve my clients with an array of innovative resources,” said Goldstein. “The firm’s top tier investment research and technology enables me to continue offering my clients premiere service for years to come.”
Goldstein brings over 15 years of financial services industry experience to his role as senior vice president of wealth management. He began his career in 2009 and most recently served as a financial advisor during an 8-year tenure at LPL Financial. In addition to being a CERTIFIED FINANCIAL PLANNERTM professional, Goldstein’s experience is backed by a bachelor’s degree in psychology and economics from the University of Virginia.
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 $1.48 trillion as of Jun. 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.