SHARE
May 23, 2017

Raymond James Recruits $1 Million Team from Wells Fargo in Omaha, Nebraska

ST. PETERSBURG, Fla. – Veteran financial advisors Steven and Jeremy Friedman recently joined Raymond James & Associates (RJA) ─ the firm’s traditional employee broker/dealer ─ in Omaha, Nebraska, according to John Kuklenski, Western Region director for RJA.

The father and son duo comes to Raymond James from Wells Fargo Advisors, where they previously managed approximately $130 million in client assets and had over $1 million in annual production. They operate as Friedman Financial Partners of Raymond James and are located at the Omaha branch of RJA led by Tim Ziola. Also joining the firm is Senior Client Service Associate Renee Johnson.

“The most important factor in our decision to move,” said Jeremy Friedman, “was to work for a firm where the focus was first and foremost on serving clients’ needs and one whose core purpose and primary revenue came from its Private Client Group. The advisor-centric, service-first culture here at Raymond James, along with industry-leading technology, is going to allow us flexibility to manage our practice and forge even stronger relationships with our clients going forward. We looked at other firms, but after our visit to the Raymond James home office, we felt we had hit a home run!”

“I span several generations of clients and firms,” added Steve Friedman, “and have always believed that if we do well for our clients we will do well for ourselves. And Raymond James shares that ideology of doing the right thing for clients. It has been my experience that the best referral is from a satisfied client, and we learned during our due diligence, as well as from my many years in the industry, that Raymond James has a solid reputation of being sensitive to the needs of both clients and advisors – and forms a partnership with its advisors. We’ve been given such a warm welcome from everyone we have met or talked to at the firm; we know we’ve made the right decision.”

Managing Director, Investments Jeremy Friedman began his financial services career in 2010 in Wells Fargo’s financial advisor training program and then worked alongside his father before taking on a lead role in their practice. Prior to joining Wells Fargo, he spent 11 years in the information technology industry holding roles in software development, business analysis and management. He earned a Bachelor of Science degree in computer science and a minor in entrepreneurial studies from Iowa State University.

Senior Vice President, Investments Steve Friedman has over 50 years’ experience in the financial services industry having begun his career as a trainee with Dean Witter in 1967. In 1972, he joined and opened the first Omaha office for Rodman & Renshaw, which ultimately, after several acquisitions, became Wells Fargo and where in 2010 he was joined in practice by his son Jeremy. He first attended the University of Nebraska-Lincoln then graduated from Creighton University with a degree in business administration, and conducted further studies at Creighton University School of Law.

Johnson has over 14 years’ financial services experience and comes to the team from TD Ameritrade in Omaha. She has a bachelor’s degree from Bethel University.

“We are delighted to welcome Jeremy, Steve and Renee to the Omaha office of RJA,” said Ziola. “With their more than 70 years of combined experience and a commitment to a long-term, client-first approach, they are a quality addition to our firm, and will be great ambassadors for us in this market. We look forward to supporting them as they continue to grow their business.”

Friedman Financial Partners serves a variety of high net worth individuals, families and business executives with comprehensive financial planning, wealth transfer and personalized investment services. They also manage a select number of 401(k) plans for local businesses.

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.