Raymond James welcomes New York financial advisor managing $195 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Edward Gallie to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel –according to Alex David, Northeast division director for RJFS.
Gallie Wealth Management is based in Garden City, New York, where Gallie is joined by client services managers Julie Leake and Tammy Palmer. Together they provide personalized financial services to clients including business owners, families, individuals nearing or living in retirement and those with sudden wealth. Gallie was previously affiliated with Wells Fargo and managed approximately $195 million in client assets.
“By joining Raymond James, I’ve found a home for my practice that offers the scale of one of the largest independent firms in the country combined with the autonomy to manage client accounts as I see fit to serve their best interests,” said Gallie. “In addition to the firm’s people-first culture, its advanced technology and capabilities enable me to provide a more robust and convenient client experience.”
As president of the practice, Gallie brings more than two decades of financial advising experience and most recently served at Wells Fargo since 2011. He is passionate about treating his clients like extended family, guiding them through the process of pursuing their financial goals so they can focus on the most important things in their lives.
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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.59 trillion as of Jan. 31, 2025. 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. Gallie Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.