Raymond James welcomes advisor team managing over $360 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Gary Perl, CFP®, and Katie Janda, CFA®, CEPA®, CDFA®, QPFC®, to Raymond James & Associates (RJA) – the firm's employee advisor channel –according to Gregg Stupinski, South Atlantic regional director for RJA.
The team arrives from Morgan Stanley where they managed over $360 million in assets, and they are joined by practice business manager Sharon Brown and client service associate Elisabeth Perl. As The Perl Group of Raymond James, they operate from offices in Ponte Vedra Beach, Florida and Fort Collins, Colorado as part of RJA’s Ponte Vedra Beach branch. The advisors serve a range of clients including business owners, corporate executives, families and individuals, healthcare professionals and corporate retirement plans.
“The primary reason we chose Raymond James is for its long-standing, client-centered focus that respects and emphasizes the relationship between advisors and their clients,” said Perl. “The firm’s commitment to client service has set an industry standard that aligns perfectly with our values and approach.”
Perl brings over 34 years of financial services industry experience to his role as managing director, wealth management. He began his career in 1990 and most recently served as a financial advisor during a 15-year tenure at Morgan Stanley. His experience is backed by an undergraduate degree in finance from the University of North Florida.
“We are highly impressed by the firm’s support for the advisor-client relationship and its warm, approachable culture,” said Janda. “Raymond James is visibly enhancing and promoting the human side of investment service, and we are excited to continue growing our practice with that foundation of support.”
Janda holds the Chartered Financial Analyst®, Certified Exit Planning Advisor, Certified Divorce Financial Analyst and Qualified Plan Financial Consultant designations. With over 18 years of financial services industry experience, she began her career at AMG National Trust and most recently served at Morgan Stanley for two years. Her experience is backed by an undergraduate degree in finance from the University of Denver.
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..