People Moves

Raymond James Pushes On With US Recruitment Drive

Josh O'Neill Assistant Editor 18 May 2017

Raymond James Pushes On With US Recruitment Drive

The Florida-headquartered firm has recruited a new team in the Golden State.

Raymond James continued its expansion in Western US as it recruited a financial advisory team to its Los Angeles office.

Senior vice president Ken Robbins, financial advisor Kathy Roshay and customer service associate Magda Lesmana operate as Robbins Roshay Advisors of Raymond James.

The trio joined from DA Davison, where they previously managed more than $177 million in client assets and had around $1.2 million in annual production.

“With the support of complex manager Chris Horner, and the rest of our deep bench of advisor-focused service associates, we know Ken and his team will meet with much success,” said Rick Sanchez, West Coast regional director. “They are well regarded in this community.”

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes