Raymond James welcomes family advisor team managing nearly $270 million in California
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Sanae Garcia, CFP®, Brian Garcia and Dylan Garcia to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to John Simmons, Western regional director for RJA.
The team arrives from UBS Financial Services, where they managed nearly $270 million in client assets, and are joined by client service associate Hana Garcia. As Garcia Wealth Management Group of Raymond James based in Pasadena, California, they serve families and individuals, business owners and corporate retirement plans as part of RJA’s Pasadena branch.
“Raymond James offers the rare combination of sophisticated planning capabilities and a culture where client interests lead every decision,” said Sanae. “I was drawn to the firm’s steady leadership and innovative technology, which allow me to deliver tailored guidance while maintaining the independence necessary to truly put my clients first.”
Sanae, wife to Brian, is a CERTIFIED FINANCIAL PLANNER® professional bringing 35 years of financial services industry experience to her role as portfolio manager and senior vice president of wealth management. Her aim is to help clients feel that there is always a way to reach their goals, and that by working together, her clients and her team can find it.
With over 32 years of experience in the financial services industry, Brian, portfolio management director, began his career in 1993 at Merrill Lynch, most recently serving at UBS Financial Services for 14 years as an advisor and senior portfolio manager. In addition to his extensive experience, Brian also holds a bachelor’s degree in economics from the University of Southern California.
Dylan, son to Brian and Sanae, has three years of financial planning experience. He earned his bachelor’s degree in economics from the University of Southern California. Hana, daughter to Brian and Sanae, holds a bachelor’s degree in business administration with a finance emphasis from the University of Southern California.
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 advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of May 31, 2025. 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.