Raymond James swipes $245M advisor from LPL
Raymond James has officially begun its August recruitment run by bolstering its employee advisor network in New York.
On Thursday, the firm announced that financial advisor Brett Goldstein has officially joined Raymond James & Associates in New York. This development was shared by Kelly Anderson, northeast regional director for RJA.
Goldstein is making the transition to Raymond James from LPL Financial, where he reportedly managed a respectable book of client assets totaling over $245 million.
In his new role at Raymond James, he will serve a diverse base of clientele that includes families, individuals, retirees, business owners, and corporate retirement plans.
He joins the New York branch under the leadership of complex manager Judson Potter.
“This transition is reflective of my dedication to client service and long-term stability,” Goldstein said in a statement Thursday.
With more than 15 years in the financial services industry under his belt, Goldstein brings substantial experience to his new position as senior vice president of wealth management at RJA.
His career began in 2009, and he spent the last eight years as a financial advisor at LPL Financial.
Prior to LPL, Goldstein’s BrokerCheck profile reflects tenures at Morgan Stanley Smith Barney, which was rebranded to Morgan Stanley Wealth Management in 2012, and Citigroup.
Like many advisors who switch teams, he said his new firm was a better fit for his values “both professionally and personally.”
Goldstein also underscored the “array of innovative resources” that Raymond James brings to the table, which effectively allows him to “confidently serve my clients.”
He further cited Raymond James’ “top-tier investment research and technology,” which he expects will
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