Raymond James welcomes financial advisor team managing $215 million in assets in Fort Myers, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Francine Payson and Tarek Salhab to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Fort Myers, Florida, according to Bert White, Florida regional director for RJA.
As Riverview Wealth Partners of Raymond James, the team serves a variety of clients including families, retirees, business owners and healthcare professionals. The advisors were previously affiliated with Merrill Lynch, where they managed approximately $215 million in client assets. They are joined by client service associates Gail Siebenmorgen and Lynda Demarco.
“Our top priority throughout this process has been finding the right partner to help support our clients’ needs. I’m pleased to have found that in Raymond James with its long history of putting clients first and a company culture that aligns well with our own,” said Payson, senior vice president, wealth management.
An industry veteran, Payson has more than 43 years of experience in financial services. She began her career at EF Hutton, working for 10 years on Wall Street specializing in serving high-net-worth individuals and families. Later, she joined Merrill Lynch where she stayed for 32 years prior to this transition. Payson has a Bachelor of Science degree in interdisciplinary studies with a focus on business and legal studies and holds Chartered Financial Consultant® designation.
“Raymond James offers a distinctive balance of robust technology solutions paired with personalized access to internal experts and support. It’s an exciting combination that will ultimately allow us to enhance services to our clients,” said Salhab, senior vice president, investments.
Salhab has worked in financial planning and investment management for more than 21 years. In 2000, he joined Morgan Stanley before transitioning to Merrill Lynch where he stayed for 15 years. A graduate of the University of Florida, he holds a Bachelor of Science degree in economics with a minor in finance. Salhab also maintains the Chartered Retirement Planning Counselor® designation.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion. Additional information is available at raymondjames.com.