Raymond James welcomes experienced financial advisor managing over $160 million in Washington
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor David Lazorik to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Theresa Schnetz, Western divisional director for RJFS.
Operating as Lazorik Financial Management in Yakima, Washington, Lazorik joins from Wells Fargo where he managed over $160 million in client assets. He specializes in serving business owners, foundations, endowments, nonprofits and retirees.
“Raymond James aligns with the values-based foundation that has always guided the way I do business,” said Lazorik. “The firm’s leadership, business model and technology are oriented around the independence and resources necessary to provide dedicated, personalized guidance while continuing to prioritize what’s best for my clients.”
Lazorik brings 35 years of experience in the financial services industry to his role as branch manager. He holds a bachelor’s degree in political science and economics from the University of Montana.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.93 trillion as of July 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lazorik Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services.