Raymond James welcomes Texas advisor managing $130 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Miguel Velázquez to Raymond James & Associates (RJA) – the firm's employee advisor channel – in The Woodlands, Texas, according to Edward Sudzina, Western Gulf regional director for RJA.
Serving business owners, corporate executives, high-net-worth and ultra-high-net-worth clients, Velázquez joins RJA’s The Woodlands branch, led by branch manager Michael Mulloy. He arrives from Citigroup, where he managed approximately $130 million in client assets.
“My decision to join Raymond James was heavily influenced by the firm’s client-centric culture and array of resources which enable me to serve my clients at a high caliber. Helping clients reach their goals is at the core of what we do as advisors, and this transition reflects my commitment to expanding on my clients’ goals,” said Velázquez. “Additionally, the firm’s independent, entrepreneurial approach allows for a contemporary experience for clients and advisors alike.”
Velázquez began his career at Citigroup in Mexico City, where he served for four years before transitioning to Citigroup in the United States. He brings over 18 years of financial services experience to his role as managing director. His experience is backed by a bachelor’s degree in business administration and an MBA from the University of Miami.
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 $1.54 trillion as of Aug. 31, 2024. Additional information is available at raymondjames.com.