Raymond James welcomes seasoned California financial advisor managing $112 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Terrence “Terry” Medley to Raymond James & Associates (RJA) – the firm's employee advisor channel – in San Jose, California according to John Simmons, California regional director for RJA.
Medley arrives from Wells Fargo Advisors, where he managed approximately $112 million in client assets, and is joined by financial advisor trainee Dan Medley. As Medley Wealth Management of Raymond James they serve business owners, corporate executives, families and retirees as a part of RJA’s Silicon Valley branch, led by branch manager Chris Weng.
“What drew me to Raymond James was the culture. Raymond James best reflects what I believe a brokerage firm should be: putting client goals and interests first, while providing the advisor with tools and resources to meet client objectives,” said Medley, senior vice president of investments. “The leadership team, who take a personal interest in the success of both clients and associates at the firm, make Raymond James the right fit today and going forward.”
With over 44 years of experience in the financial services industry, Medley began his career at E.F. Hutton, now Morgan Stanley Wealth Management, and most recently served at Wells Fargo for 13 years. His professional experience is backed by a bachelor’s degree in economics from Louisiana State University.
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 $1.50 trillion as of Jul. 31, 2024. Additional information is available at raymondjames.com.