FUNDRAISING NEWS | March 22, 2024
Raymond James has recruited a team of financial advisors from UBS, who collectively managed over $300 million in assets. The advisors, based in Irvine, California, include Steven Hocking, Jennifer Hocking, and Ryan Mueller, and they will operate under Raymond James & Associates as THG Retirement Solutions of Raymond James.
THG focuses on financial planning and wealth management for a diverse client base, including corporate retirement plans, business owners, and individuals nearing or in retirement.
Steven Hocking began his journey in the financial securities industry in 2002, and he has extensive experience in the retirement planning space. His career includes a stint at UBS, where he specialized in corporate retirement plans. Jennifer Hocking's career in financial services began in 2002 at Toyota Financial Services, and she moved to UBS in 2015. Ryan Mueller's financial career started in the operations department of a boutique insurance brokerage before he transitioned to UBS as an advisor in 2018. 
John Washington is the Data Research Analyst at Dakota.
