FUNDRAISING NEWS | March 05, 2024
Raymond James has recruited an advisor team from UBS. The team, Coastal Oak Wealth Advisors, led by James "Buck" Williams. Coastal Oak is based in Jacksonville, Florida and manages over $235 million in client assets.
He is supported by his seven-person advisory team. The team at Coastal Oak Wealth Advisors specializes in managing generational wealth, investment strategy, risk management, and legacy planning.
Williams has a decade-long history in the financial industry, having started his career at Fidelity Brokerage Services in 2011. Throughout his career, he has been associated with several prominent firms, including Strategic Advisers, Merrill Lynch, and UBS. Buck is actively involved with the Jacksonville Public Education Fund currently serving as Vice Chair on the Board of Directors. He also holds CFP and CEPA designations.
The move to Raymond James represents a strategic shift for Williams and Coastal Oak Wealth Advisors, aiming to leverage Raymond James' extensive resources and expertise. 
John Washington is the Data Research Analyst at Dakota.
