Raymond James Recruits Two Advisors Managing More Than $400 Million to Chicago Office
ST. PETERSBURG, Fla. – Raymond James recently recruited two financial advisors, Rosa M. Ebling and Jack T. Bayer, to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – according to John Kuklenski, Northern division director for RJA. Ebling joins from Robert W. Baird & Co., where she previously managed $193 million in client assets, and Bayer joins from J.P. Morgan Securities, where he previously managed $230 million in client assets. They join RJA’s Chicago office, which is managed by complex manager Brian Lampsa.
“For several years, I have admired Raymond James as a firm with a great reputation for putting its clients first and for fostering a culture that allows its advisors to act in the best interests of their clients. After all, we are nothing without our clients,” said Ebling, managing director and senior vice president, investments. “The breadth of the firm’s products that I can offer to investors is broad and deep with endless resources on every topic, providing the most valuable tools in today’s competitive investment environment.
“I am also very impressed with Raymond James’ response to the initial DOL regulations by allowing advisors as much flexibility as possible to meeting the needs and financial goals of all my ERISA clients,” continued Ebling. “As I start my tenure here, I look forward to attending Raymond James’ Women’s Symposium in the fall, which will give me the opportunity to network with many of my new colleagues and share investment philosophies.”
Ebling began her financial services career more than three decades ago at William Blair & Company, LLC, where she worked as a financial advisor in the Private Wealth Management department before moving to Baird in 2007. She received her bachelor’s from Barnard College and her master’s from Columbia University, respectively, and completed the Executive MBA Program at the University of Chicago Graduate School of Business in 1994.
“Raymond James’ focus on client service, the breadth of investment options, and the firmwide and local support for my practice were important factors in my decision to make this move,” said Bayer, vice president of investments. “The support I have already received during my transition has been terrific, and the technology will be a game-changer for me and my clients. I’m excited to continue growing my practice here at Raymond James.”
Bayer has been in the industry for more than 30 years, beginning his financial services career at Advest, Inc. and working at Bear Stearns and J.P. Morgan Securities before joining Raymond James. He earned his bachelor’s degree from Coe College in Cedar Rapids, Iowa, and his MBA from SUNY at Buffalo.
“We are looking forward to serving both Rosa and Jack in the Chicago office and helping them continue building on their successful practices,” said Lampsa.
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 approximately 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $677 billion.