Alex. Brown welcomes client advisors collectively managing over $1 billion in client assets in Miami and New York

ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, welcomed experienced client advisors who collectively manage over $1 billion in assets in Miami and New York, according to Haig Ariyan, president of Alex. Brown.

“As we continue to expand Alex. Brown’s presence in key markets like New York and South Florida, we are pleased to welcome experienced client advisors who are looking for the combination Alex. Brown offers,” said Ariyan. “Coupled with the breadth of resources at Raymond James – from sophisticated wealth planning expertise to forward-looking technology – the boutique feel at Alex. Brown continues to attract experienced client advisors throughout the U.S., including these important markets where our firm has built a well-established presence.”

Joining Alex. Brown’s Miami office are former Wells Fargo client advisors Juan Felipe Souza, Fernando Riojas, Jaime Badia, James Levy, Jorge Benitez, Doraida Fernandez, Pablo Annovelli and Carlos Paez. The Miami location is managed by Regional Executive Eric Termini and is part of Alex. Brown’s Atlantic region led by Regional Director Brett Kellam.

“I’m proud and honored to welcome these client advisors to our growing Miami/ Brickell office, where I have the pleasure of supporting such accomplished individuals.” said Termini. 

Joining Alex. Brown’s Park Avenue, New York, office is former Avanza Capital Markets advisor Victor Simon Gill. The Park Avenue location is part of Alex. Brown’s Metropolitan region, managed by Regional Director John Sutton. 

“After 25 years in the industry, I wanted a high touch, service oriented, boutique style firm that offers agility, flexibility, high-level technology and a client focused culture,” said Souza. “I was looking for a firm that has deep financial resources, products, scale and size.”

“After extensive evaluation, I chose Alex. Brown, the division of Raymond James, as the best fit for my clients and my team,” said Souza. “Backed by one of the top financial services firms in the U.S., Raymond James, I can now attest that Alex. Brown has all the attributes I was looking for and I could not be happier with my decision. At the end “an investment in knowledge pays the best interest”- Benjamin Franklin. Looking forward to a bright future of growth ahead with Alex. Brown.”

About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James, was originally founded in 1800, becoming the nation’s first investment bank. Alex. Brown advisors offer financial planning and wealth management services for high-net-worth individuals and institutions. The division’s broker/dealer of record is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion. Additional information is available at alexbrown.com.