Raymond James welcomes financial advisor managing $275 million in assets in Pleasant Hill, California
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Amy Wasser to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJFS.
Wasser’s team at Wasser Wealth Management includes client relationship managers Melinda Fairweather and Laura Kurtzer. Based in Pleasant Hill, California, they serve a variety of clients including business owners, families, retirees, women investors and individuals with sudden wealth. Wasser previously managed approximately $275 million in client assets at Edward Jones.
“Since choosing to align my practice with Raymond James, one of the largest independent financial services firms in the nation, I look forward to my next chapter in the wealth management industry. This new endeavor allows me to offer clients some of the industry’s most comprehensive resources, true customized strategies and a high level of service,” said Wasser.
Wasser offers more than 22 years of experience in financial planning and investment management gained as a financial advisor at Edward Jones. Where she also held various regional leadership and advisor coaching roles. Since earning her bachelor’s degree at Colorado State University, Wasser has continued her education and holds the AAMS® professional designation and CERTIFIED FINANCIAL PLANNER™ certification.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.