Raymond James nabs California advisor from Morgan Stanley

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01.12.2023 - 00:37

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investmentnews.com:

A California advisor who managed $197 million in client assets at Morgan Stanley has jumped to Raymond James & Associates, the firm’s employee channel, Raymond James announced Thursday.

Jeffrey Olsen will operate as Olsen Wealth Management of Raymond James in Roseville. He’s joined in the move by staffer Jennifer Goldsby.

The firm provides comprehensive financial planning to clients including small business owners, family offices, retirees and pre-retirees in California and Texas.

“Raymond James’ overarching culture of prioritizing clients’ interests was a compelling draw for our team,” Olsen said ina statement. “Moreover, I found the technology, wealth management platform and diversity of opportunity to both serve my clients and enable me to grow my practice.”

Olsen has 24 years of experience, having started at Citigroup in 1999. After stints at Sigma Financial, ADP Broker-Dealer Inc. and Wells Fargo, he joined Morgan Stanley in 2010.

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