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Raymond James Unveils Private Wealth Advisor Designation Program
Raymond James Unveils Private Wealth Advisor Designation Program
Offering is part of the firm's recent enhancements to sophisticated solutions for financial advisors who serve wealthy clients
ST. PETERSBURG, Fla., Sept. 21, 2022 (GLOBE NEWSWIRE) -- Raymond James today unveiled its Private Wealth Advisor Program to advance its offering of sophisticated solutions for financial advisors. The program is designed to provide a holistic and rigorous training experience that equips advisors to effectively attract and serve high-net-worth and ultra-high-net-worth clients, according to Kim Jenson, Private Client Group COO.
"Raymond James has built a leading platform of advice, planning, solutions and support to serve the complex needs of wealthy clients through their trusted financial advisor. The addition of the Private Wealth Advisor Program, among other developments, is a natural evolution of our innovative partnership with advisors who specialize in this practice," said Jenson.
Through a combination of virtual and onsite sessions, Private Wealth Advisors gain a deep understanding of the wealth management needs unique to high-net-worth clients, the knowledge to leverage the full scope of Raymond James resources and the opportunity to engage with a community of peer advisors. Director of Private Wealth coaching, Andrea Beyer, recently joined Raymond James to develop the designation program and lead a team of dedicated Private Wealth Coaches.
The firm's inaugural class of Private Wealth Advisors will complete the intensive, highly interactive six-month program this Fall, with another cohort enrolled later this year.
The designation program marks one of several recent advancements in firm resources and offerings for advisors serving clients with significant wealth. Notably, the early 2022 appointment of industry veteran Kevin Ruth as senior vice president of Private Wealth to build on and enhance the delivery of Private Wealth solutions.
"This is an exciting time for Private Wealth as we continue to grow and distinguish the platform. Through their Raymond James advisor, clients with significant investible assets now have access to a more extensive array of options than ever to meet their specific needs, from investment management to risk mitigation and legacy planning," said Ruth.
The ranks of experts focused on significant wealth at Raymond James continues to grow to support advisor demand. The Global Wealth Solutions division has doubled the size of its team of Private Wealth Consultants, who provide personalized, technical advice and analysis for high-net-worth clients. Meanwhile, its team of credentialed attorneys, estate and tax planning experts, known as Private Wealth Strategists, is also growing in numbers.
Through the Investment Banking division, the firm has recently made available exclusive private company investments based on its extensive relationships and resources. This allows wealthy clients to work with their advisor to build a private investment portfolio based on their unique interests. The offering is complementary to existing solutions offered through the Alternative Investments Group and Private Institutional Clients desk.
Altogether, the recent developments expand upon the firm's established Private Wealth Services which encompass full-service solutions in investment management, estate and charitable planning, cash management and lending, intergenerational wealth and risk mitigation and management.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.19 trillion as of Aug. 24, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at .
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James Financial Services, Inc., member FINRA/SIPC.
CONTACT: Lauren Kowal Raymond James 727.567.2824
Offering is part of the firm's recent enhancements to sophisticated solutions for financial advisors who serve wealthy clients
Offering是该公司最近对为富有客户服务的财务顾问的复杂解决方案进行增强的一部分
ST. PETERSBURG, Fla., Sept. 21, 2022 (GLOBE NEWSWIRE) -- Raymond James today unveiled its Private Wealth Advisor Program to advance its offering of sophisticated solutions for financial advisors. The program is designed to provide a holistic and rigorous training experience that equips advisors to effectively attract and serve high-net-worth and ultra-high-net-worth clients, according to Kim Jenson, Private Client Group COO.
圣彼得堡。佛罗里达州彼得斯堡,9月2022年21日(环球通讯社)-雷蒙德·詹姆斯今天公布了其私人财富顾问计划,以推进其为财务顾问提供复杂解决方案的计划。私人客户集团首席运营官Kim Jenson表示,该项目旨在提供全面而严格的培训体验,使顾问能够有效地吸引和服务高净值和超高净值客户。
"Raymond James has built a leading platform of advice, planning, solutions and support to serve the complex needs of wealthy clients through their trusted financial advisor. The addition of the Private Wealth Advisor Program, among other developments, is a natural evolution of our innovative partnership with advisors who specialize in this practice," said Jenson.
Jenson说:“Raymond James已经建立了一个提供建议、规划、解决方案和支持的领先平台,通过他们值得信赖的财务顾问来满足富有客户的复杂需求。私人财富顾问计划的加入以及其他发展,是我们与专门从事这一业务的顾问之间创新伙伴关系的自然演变。”
Through a combination of virtual and onsite sessions, Private Wealth Advisors gain a deep understanding of the wealth management needs unique to high-net-worth clients, the knowledge to leverage the full scope of Raymond James resources and the opportunity to engage with a community of peer advisors. Director of Private Wealth coaching, Andrea Beyer, recently joined Raymond James to develop the designation program and lead a team of dedicated Private Wealth Coaches.
通过虚拟和现场会议的结合,私人财富顾问深入了解高净值客户独特的财富管理需求,获得充分利用Raymond James资源的知识,并有机会与同行顾问社区接触。董事私人财富教练安德里亚·拜尔最近加入了雷蒙德·詹姆斯,开发指定项目,并领导一个专门的私人财富教练团队。
The firm's inaugural class of Private Wealth Advisors will complete the intensive, highly interactive six-month program this Fall, with another cohort enrolled later this year.
该公司的首届私人财富顾问课程将于今年秋天完成为期六个月的高强度、高互动性课程,另一批学员将于今年晚些时候入学。
The designation program marks one of several recent advancements in firm resources and offerings for advisors serving clients with significant wealth. Notably, the early 2022 appointment of industry veteran Kevin Ruth as senior vice president of Private Wealth to build on and enhance the delivery of Private Wealth solutions.
这一指定计划标志着最近在公司资源和为拥有大量财富的客户服务的顾问提供的服务方面取得的几项进展之一。值得注意的是,2022年初任命业内资深人士凯文·鲁斯为私人财富公司的高级副总裁,以加强和加强私人财富解决方案的交付。
"This is an exciting time for Private Wealth as we continue to grow and distinguish the platform. Through their Raymond James advisor, clients with significant investible assets now have access to a more extensive array of options than ever to meet their specific needs, from investment management to risk mitigation and legacy planning," said Ruth.
Ruth表示:“对于Private Wealth来说,这是一个令人兴奋的时刻,因为我们正在不断发展壮大这个平台。通过他们的Raymond James顾问,拥有大量可投资资产的客户现在可以获得比以往任何时候都更广泛的选择,以满足他们的特定需求,从投资管理到风险缓解和遗产规划。”
The ranks of experts focused on significant wealth at Raymond James continues to grow to support advisor demand. The Global Wealth Solutions division has doubled the size of its team of Private Wealth Consultants, who provide personalized, technical advice and analysis for high-net-worth clients. Meanwhile, its team of credentialed attorneys, estate and tax planning experts, known as Private Wealth Strategists, is also growing in numbers.
Raymond James专注于巨额财富的专家队伍继续增长,以支持顾问需求。全球财富解决方案部门将其私人财富顾问团队的规模扩大了一倍,这些顾问为高净值客户提供个性化的技术建议和分析。与此同时,其由有资质的律师、遗产和税务规划专家组成的团队,即私人财富策略师,也在不断增加。
Through the Investment Banking division, the firm has recently made available exclusive private company investments based on its extensive relationships and resources. This allows wealthy clients to work with their advisor to build a private investment portfolio based on their unique interests. The offering is complementary to existing solutions offered through the Alternative Investments Group and Private Institutional Clients desk.
通过投资银行部门,该公司最近基于其广泛的关系和资源提供了独家私人公司投资。这允许富有的客户与他们的顾问合作,根据他们独特的兴趣建立私人投资组合。此次发行是对通过另类投资集团和私人机构客户部门提供的现有解决方案的补充。
Altogether, the recent developments expand upon the firm's established Private Wealth Services which encompass full-service solutions in investment management, estate and charitable planning, cash management and lending, intergenerational wealth and risk mitigation and management.
总而言之,最近的发展扩大了公司已建立的私人财富服务,包括投资管理、房地产和慈善规划、现金管理和贷款、代际财富以及风险缓解和管理方面的全方位服务解决方案。
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.19 trillion as of Aug. 24, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at .
关于雷蒙德·詹姆斯金融公司
雷蒙德·詹姆斯金融公司(纽约证券交易所代码:RJF)是一家领先的多元化金融服务公司,向个人、公司和市政当局提供私人客户集团、资本市场、资产管理、银行和其他服务。该公司约有8600名财务顾问。截至2022年8月24日,客户总资产为1.19万亿美元。该公司自1983年上市以来,在纽约证券交易所上市,代码为RJF。欲了解更多信息,请访问。
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James Financial Services, Inc., member FINRA/SIPC.
Raymond James&Associates,Inc.,纽约证券交易所/SIPC会员。雷蒙德·詹姆斯金融服务公司,FINRA/SIPC成员。
CONTACT: Lauren Kowal Raymond James 727.567.2824
联系人:劳伦·科瓦尔·雷蒙德·詹姆斯727.567.2824
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在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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