Wesley joined Raymond James in 2011 and is known for his excellent research skills and ability to evaluate the economic performance of various investment vehicles and platforms for the team.
He began his financial career in 2006 with Citi Smith Barney and then moved to the Detanna team at Morgan Stanley Smith Barney. He also worked at Fidelity Investments as an advisor and spent one year at Wedbush Securities.
Wesley holds Series 7 and 66 securities licenses as well as an insurance license. He earned a bachelor’s degree in economics with a minor in international relations from Hobart College, and is currently working to earn his financial planning degree at the University of California, Los Angeles.
In addition to heading the trading division of the team, Wesley also works with our business owner clients on servicing their company pension plans and providing education for all their participants.