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FUNDRAISING NEWS | May 23, 2024

Advisor Homer Ramirez Transitions to RayJay

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Raymond James has recently welcomed financial advisor Homer Ramirez to their Frisco, Texas office. Ramirez, formerly with J.P. Morgan Securities where he managed around $228 million in client assets, joins with senior registered client service associate Arica Savannah. Operating as Ramirez Family Wealth of Raymond James, they are now part of the Frisco branch under the leadership of branch manager Jon Blair.

Homer Ramirez, a seasoned financial advisor with experience at Merrill Lynch, New York Life, and J.P. Morgan, has joined Raymond James. Holding CFP®, CPWA®, and CEPA® designations, he offers significant expertise to his clients, including successful families and business owners. Ramirez is an active member of the Investment and Wealth Institute and the Dallas Estate Planning Council. Arica Savannah, who joined in April 2024, was previously a Private Client Investment Associate at J.P. Morgan and a Private Access Relationship Manager at Fidelity Investments. She holds the CFP® and Wealth Management Certified Professional designations.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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