ST. PETERSBURG, Fla. – Veteran financial advisor Mark Lazar, CFP®, recently joined Raymond James & Associates (RJA) ─ the firm’s traditional employee broker/dealer ─ in Cottonwood Heights, a suburb of Salt Lake City, Utah, according to Pat Allison, Western division director for RJA.
Lazar comes to Raymond James from Wells Fargo Advisors, where he previously managed approximately $265 million in client assets and had $1.8 million in annual production. He is joined by investment portfolio associate John Bergerson, CFA®, and senior registered service associate and operations manager Morgan Irvin; together the team operates as Wasatch Capital Management of Raymond James. The branch is managed by Pam McComas.
“I believe that by moving my practice to Raymond James I will be able to better serve my clients, as well as broaden the scale and scope of my team,” said Lazar. “The industry-leading technology, advisor-centric, service-first culture here at Raymond James is going to allow me the support and flexibility to better manage and grow my practice. There seemed to be homogeneity among all firms, but after my visit to Raymond James’ home office and meeting with senior leadership, it just felt different and better than any other firm. The welcome I received was genuine, and the highly principled, client-first culture aligns perfectly with my core values.”
Lazar began his financial services career in 1995 with Merrill Lynch in Visalia, California, after spending 16 years in the retail grocery business. In 1998, he moved to Salt Lake City and joined First Security Investor Services, which was acquired by Wells Fargo the following year. He remained with Wells until moving to Raymond James. He has a bachelor’s degree in finance from the University of Utah and an MBA from the University of Colorado, Colorado Springs. He is a Certified Financial Planner™ professional and has been an adjunct professor in the David Eccles School of Business at the University of Utah since 2004.
Bergerson began his financial career as a portfolio manager and chief compliance officer with Albion Financial Group where he spent 17 years before moving to Wells Fargo Advisors and partnering with Lazar in 2015. He earned his Bachelor of Arts degree in computer science from Grinnell College in Iowa and his MBA from the University of Utah, Salt Lake City. He also holds a Chartered Financial Analyst designation.
Irvin joined the Raymond James Salt Lake City office in 2015 after working in operations for the Goldman Sachs private international lending desk, and prior to that at UBS Wealth Management. She is a graduate of Kendall College and was a medal-winning U.S. national team figure skater.
“We are delighted to welcome Mark and John to the Salt Lake City office of RJA and to team up with Morgan,” said McComas. “With their combined experience and a proven 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 practice.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $693 billion.