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May 17, 2017

Raymond James Recruits Veteran Advisor from D.A. Davidson in Los Angeles

ST. PETERSBURG, Fla. – Raymond James continues its expansion in the western U.S. by welcoming experienced financial advisor Ken Robbins to the firm’s Los Angeles office managed by Chris Horner, according to Rick Sanchez, West Coast regional director for Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer. 

Senior Vice President, Investments, Robbins is joined by Financial Advisor Kathy Roshay and Registered Customer Service Associate Magda Lesmana. The team, which operates as Robbins Roshay Advisors of Raymond James, joins the firm from D.A. Davidson, where they previously managed over $177 million in client assets and had approximately $1.2 million in annual production.  

“I wanted to find a firm that had all the capabilities and services that my clients need but with a client-first culture,” said Robbins. “I looked at a number of firms and Raymond James came out on top. While visiting the home office I recognized a genuine sense of teamwork and support for advisors to run our businesses to benefit our clients. I also believe that technology is playing an increasingly important role in our practices and in providing tools and services our clients now expect, so I wanted a firm that had the resources and capabilities, as well as a long-term view, to continue to invest in technology ─ and Raymond James’ IT platform clearly stood out. 

“Additionally, we were excited to learn about the Raymond James Advisor Mastery Program in which Kathy can take advantage of a proven and well-developed advisor education program to further enhance her financial planning skills, as well as work toward earning her CFP® designation. Add to that, the existence of the highly regarded Network for Women Advisors and she couldn’t be happier. Kathy was quite involved with the women’s network at D.A. Davidson so is looking forward to getting involved with the women’s network at Raymond James,” added Robbins.

Before entering the financial services industry, Robbins served in a variety of management roles at Enterprise Rent-A-Car in Southern California, and completed his tenure as regional vice president for Los Angeles. With the encouragement of his own financial advisor, he joined Dean Witter (which later became Morgan Stanley) in 1994, working as an investment advisor and retirement planning specialist. In 2004, Robbins moved his business to Crowell, Weedon & Co. (which was acquired by D.A. Davidson & Co.), and became a partner in 2006. He is a graduate of Loyola Marymount University with a degree in history.

Roshay began her financial services career in 2007 with Crowell Weedon and remained with firm when D.A. Davidson acquired the company. Prior to her financial career, she held management roles in the shopping center industry and was also part-owner of a boutique women’s gym. She has a bachelor’s degree in business management from the University of Phoenix. 

“We are delighted to welcome Ken, Kathy and Magda to our Los Angeles office,” said Sanchez, “and continue RJA’s growth in the very important California market, and particularly in Los Angeles. With the support of complex manager Chris Horner, and the rest of our deep bench of advisor-focused service associates, we know Ken and his team will meet with much success. They are well regarded in this community and have a demonstrated record of putting their clients’ interests first, which aligns perfectly with our Raymond James values.”

About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $643 billion.