$130M Advisors Flips To Raymond James

Taimur "Tam" Baig, seasoned financial advisor specializing in serving technology and biotechnology professionals, has moved from Morgan Stanley to join Raymond James & Associates in California.

He will operate as Be Wealth Efficient, in which he brings $130 million in assets from Morgan Stanely. Baig started his financial services career at Merrill Lynch in 2009. He worked for seven years at Wells Fargo and then spent eight years at Morgan Stanley. In 2024, he founded Be Wealth Efficient at Raymond James. Additionally, Baig has served in the United States Marine Corps.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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