Alex. Brown welcomes Miami client advisor managing over half a billion dollars in client assets
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, recently welcomed client advisor Eva Marina Ovejero, CPM®, in Miami, Florida, according to Brett Kellam, regional director for the Atlantic Region of Alex. Brown.
Ovejero arrives from Morgan Stanley, where she previously managed approximately $509 million in client assets and specialized in serving high-net-worth Central and Latin American families and business owners. She joins Alex. Brown's Brickell Avenue branch, headed by Eric Termini, regional executive for South Florida.
"After conducting a thorough search to best serve my sophisticated international clients, I am proud to be a part of Alex. Brown, a historic name founded in 1800 as the nation's first investment bank," said Ovejero, managing director. "The boutique wealth management style of Alex. Brown, combined with the vast resources and advanced technology of Raymond James, will be invaluable in providing personalized solutions and white-glove service to my clients. I am grateful to join a local management team that understands the needs of my clients. With their support and our shared values of putting clients first, along with our independence, integrity, and conservative long-term vision, we have the perfect formula for success."
Ovejero has over two decades of experience in the financial services industry, focusing on portfolio management, lending solutions and wealth planning strategies. She held positions at Banco Santander and Lloyds Bank before joining Citigroup Global Markets as an advisor in 2004, which subsequently merged with Morgan Stanley in 2009. She is a Universidad Autonoma de Madrid graduate and holds the Certified Portfolio Manager designation.
Highlighting her distinguished career, Ovejero was recognized among Forbes' ranking of America's Top Women Wealth Advisors and Top Women Wealth Advisors Best-in-State in 2023 for the third consecutive year. She was also named to Forbes' Best-In-State Wealth Advisor ranking in 2022 and selected by Working Mother Magazine as a Top Wealth Advisor Mom consecutively since 2017. Ovejero is originally from Spain but resides in Miami with her husband and two children.
"Eva's experience, expertise and dedication to her clients represents a phenomenal addition to our team as we continue to expand and enhance our ability to serve clients in the international space. I couldn't be happier for her to choose Alex. Brown and Raymond James as her new home," said Termini.
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James offering individuals, high-net-worth families and institutions highly-regarded financial planning and wealth management services, became the nation's first investment bank upon its founding in 1800. The boutique division's broker/dealer and registered investment advisor is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.25 trillion as of April 30, 2023. Additional information is available at www.alex-brown.com.
Securities and Investment Advisory Services are offered through Raymond James & Associates, Inc.
The Forbes America's Top Women Wealth Advisors Best-In-State 2023, developed by Shook Research, is based on the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. 38,314 nominations were received and approximately 1,700 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/award-disclosures/#2023-forbes-best-in-state-Women Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (as of February 2023): 38,314 nominations were received and 100 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/list-directory/#1184217eb274 for more info.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/7/22. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.
2021 Top Wealth Advisor Moms
SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based is from 03/31/2020 to 03/31/2021, and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com.