Raymond James welcomes advisor group managing $175 million in assets in Naples, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors John Patat and Joel Gravina, CRPC® to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Naples, Florida, according to Bert White, Florida regional director for RJA.
Operating as Focus Wealth Management of Raymond James, the team includes client service associates Stephen McLaughlin and Morgan Gatlos. They previously managed approximately $175 million in client assets at Morgan Stanley, serving an assortment of clients, including individuals, families, business leaders and more.
“Raymond James is in a class of its own when it comes to putting the client-advisor relationship first,” said Patat, senior vice president, investments. “The firm’s notable emphasis on culture and promise to guarantee the rights of its advisors spoke to us. In addition, since joining, we’ve continued to be impressed by the level of professionalism by the local management team led by branch manager Geoff Hunter.”
A native of Brooklyn, Patat began his 25-year career in financial services as an assistant trader for Prudential Securities in New York City. He later transitioned to an advisory role at Wells Fargo Advisors in 2003 before relocating to Morgan Stanley in 2012.
“During this transition, we have seen first-hand the importance Raymond James places on supporting advisors and the positive impact that has on the client experience,” said Gravina, associate vice president, investments. “In addition to robust technology and insight tools provided by the firm, Raymond James offers our team the opportunity to build a customized brand that better communicates who we are and the purpose behind what we do.”
Gravina joins Raymond James with over a decade of experience in financial services. He began his career as a financial advisor with Wells Fargo, remaining there for five years until joining Morgan Stanley in 2015. Gravina holds the Chartered Retirement Planning CounselorSM designation.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 59 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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.25 trillion. Additional information is available at www.raymondjames.com.