Raymond James welcomes California advisor duo managing nearly $200 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Daniela Fricke and Kelly Erickson to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to John Simmons, Western regional director for RJA.
The duo arrives from LPL Financial, where they managed nearly $200 million in client assets, and are joined at Raymond James by senior client service associate Melissa Phillips. Based out of Newport Beach, California, they serve families, individuals and retirees as a part of RJA’s Newport Beach branch.
“Financial planning has always been at the heart of my practice, and at Raymond James, I have found a firm that truly supports that approach. Its extensive resources – from estate and tax planning to investment research – allow me to create even more customized strategies that evolve alongside my clients,” said Fricke, senior vice president of wealth management. “This transition ensures that I can continue to deliver effective, long-term financial guidance while having access to the tools and expertise that can make a real difference in my clients’ lives.”
As a CERTIFIED FINANCIAL PLANNERTM professional, Fricke develops long-term relationships with her clients with the objective of delivering effective and personalized strategies. She began her financial services career in 2004, most recently serving at LPL Financial for 17 years. Originally from Germany, she graduated from Wiesbaden University of Applied Sciences with a degree in international business.
“Guiding and celebrating my clients through life’s milestones has been my passion for over 20 years. Raymond James offers access to advanced investment and insurance solutions, innovative technology and amazing support and resources that allow me to deliver strategies tailored to my clients’ long-term goals and financial needs,” said Erickson, first vice president of investments.
Erickson began her career in financial services in 2005 and holds the CERTIFIED FINANCIAL PLANNERTM and Retirement Income Certified Professional ® designations. Her professional experience is backed by a bachelor’s degree from Cal State Fullerton and an MBA in personal financial planning from California Lutheran 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 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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.