Raymond James welcomes Guam advisor managing $135 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Judy Chong, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Maite, Guam, according to John Simmons, Western regional director for RJA.
Serving business owners, families, retirees, women and LGBTQ+ clients, Chong arrives from Merrill Lynch where she managed approximately $135 million in client assets. She is joined by investment portfolio associate Brianna Tabilas, CPFA®, CIMA®, and client service associates Hope Chamberlain and Toni Vegafria.
“Raymond James stood out to me for its unwavering dedication to putting clients first, a principle that mirrors my own approach to wealth management. With a commitment to personalized service and building lasting relationships, this transition ensures that my clients will continue to receive the thoughtful, tailored guidance they deserve,” said Chong. “Its exceptional back-office support makes the firm a natural choice, and I am excited to continue delivering high-quality financial strategies in an environment that truly values both clients and advisors.”
Chong began her career in 1998, bringing over 26 years of financial services experience to her role as vice president, wealth management. Most recently, she served at Merrill Lynch for 21 years. Her experience is backed by a bachelor’s degree in economics from Tufts university, a master’s degree in personal financial planning from the College for Financial Planning and the CERTIFIED FINANCIAL PLANNER® professional designation.
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 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.
CERTIFIED FINANCIAL PLANNER Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.