Raymond James welcomes experienced California advisor team managing over $600 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Taryn Moll, CFP®, and Peter Henziak, CPFA™, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Irvine, California, according to John Simmons, California regional director for RJA.
As Moll Henziak & Associates of Raymond James, the team includes client service associate Rebecca Jonas-Engel and senior registered client service associates Jiangyun “Julie” Dale and Matt Kearns. Recognized as a 2024 Forbes “Best-in-State Wealth Management Team,” they are part of RJA’s Irvine branch serving corporate executives, families and individuals. They arrive from Merrill Lynch where they managed approximately $600 million in client assets.
“We take pride in offering our clients confidence with quality financial planning and diligent wealth management. Raymond James’ focus on advisor support and providing high-quality service makes the firm an exemplary choice for us and our clients as we work to exceed their financial goals,” said Moll.
Moll brings over 40 years of financial services industry experience to her role as senior vice president, wealth management. As a CERTIFIED FINANCIAL PLANNER® professional, she most recently served for almost 35 years at Merrill Lynch. She was also recognized as a Forbes “Best-In-State Women Wealth Advisor” in 2024.
“As financial services becomes increasingly dependent on emerging technology, the technological offerings at Raymond James give us assurance that we will remain ahead of the curve. The platforms offered by the firm allow us to take advantage of innovations that we would otherwise not have been exposed to,” said Henziak, senior vice president of wealth management.
Henziak holds the Certified Plan Fiduciary Advisor™ designation and served at Merrill since 1997. Prior to becoming a financial advisor there in 2013, his experience spanned multiple leadership roles across branch and regional levels.
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.
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.
The 2024 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.