Raymond James welcomes Texas financial advisor managing over $225 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Homer Ramirez, CFP®, CPWA®, CEPA® to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Frisco, Texas, according to Edward Sudzina, Western Gulf regional director for RJA.
Ramirez arrives from J.P. Morgan Securities, where he managed approximately $228 million in client assets. He and senior registered client service associate Arica Savannah, CFP®, operate as Ramirez Family Wealth of Raymond James. They join RJA's Frisco branch, led by branch manager Jon Blair.
"I closely examined the current industry landscape and various affiliation models with the goal of enhancing my practice for my clients. Raymond James ultimately checked all the boxes as a platform that would provide flexibility and customization, broad investment and planning solutions, enhanced technology and the ability to deliver my clients a true private wealth experience, said Ramirez, senior vice president, wealth management.
With over 12 years of experience in the financial services industry, Ramirez previously worked as a financial advisor at Merrill Lynch, New York Life and, most recently, J.P. Morgan. He is a CERTIFIED FINANCIAL PLANNERTM professional and has the Certified Private Wealth Advisor® and Certified Exit Planning Advisor designations.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 2024. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.