Raymond James welcomes new VP of wealth management to Dublin office
Raymond James & Associates (RJA) has announced the addition of Stacy McVan to its team in its Dublin, Ohio branch.
McVan, a seasoned financial advisor with a decade of experience in the industry, arrives from Edward Jones, where she managed over $100 million in client assets. According to a news release, she joins RJA with her client service associate, Jada Rock.
Taking on the new role of vice president of wealth management, McVan will serve business owners, families, pre-retirees, and retirees as part of the RJA team. She previously took on roles at HSBC and Johnson & Johnson. She holds a bachelor’s degree in business management from the University of Akron.
“I firmly believe that effective wealth management begins with a well-designed financial plan. Raymond James provides the perfect platform for me to focus on serving my clients and helping them surpass their goals,” McVan said. “I can confidently empower my clients to make informed decisions that help enhance their financial well-being with Raymond James’ wide range of resources, cutting-edge technology and exceptional service.”
Amy Smart, the Mid-American regional director for RJA, highlighted McVan’s arrival as a significant addition to the team. Mike Teller, the branch manager of the Dublin office, also expressed enthusiasm for McVan’s joining. “We are thrilled to welcome Stacy to our Dublin team. Stacy brings an intense passion for helping clients meet their financial needs and an experienced process throughout her career,” Teller said.
Raymond James & Associates (RJA) is a member of the New York Stock Exchange and SIPC, offering financial planning and wealth management services. As of May 31, 2024, the firm manages approximately $1.45 trillion in client assets.
Read more on investmentnews.com
