Raymond James welcomes New Jersey financial advisor managing $140 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Teresa Zipf, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
At Zipf Wealth Management in Northfield, New Jersey, Zipf is joined by client service associates Cecelia Jiampetti and Emily Zipf. Together they provide personalized service to a range of clients including business owners, corporate executives, families, retirees and women investors. Zipf previously managed nearly $140 million in client assets at Benjamin F. Edwards.
“Raymond James provides a people-first culture towards serving our team and clients, and prioritizes support for the advisor-client relationship. By partnering with Raymond James, we have gained access to more robust technology platforms with the freedom and resources to continue helping our clients with independent, holistic and advanced financial planning. In addition, we now have access to more investment tools as well as sophisticated investment strategies which help enable us to provide our clients with excellent service,” said Zipf.
As president of the practice, Zipf offers more than 19 years of financial services industry experience and is committed to continuous education as a CERTIFIED FINANCIAL PLANNER® professional. A New Jersey native, she’s also a graduate of Stockton University with a bachelor’s degree in accounting.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries 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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Zipf Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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.