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FUNDRAISING NEWS | January 07, 2025

RayJay Lands $525M Florida Advisor from UBS

Tags: Personnel, Financial Advisor Move

Raymond James announced that Florida-based advisor Mary Lauritano became a part of its employee advisory channel, making the jump from UBS where she managed $525M in client assets.

Lauritano brings nearly four decades of experience and spent nearly 20 years with UBS. She began her career in 1987 with Brown Brothers Harriman, where she spent 13 years, before moving on to Lehman Brothers for five years. She joins RayJay as a managing director and will operate as Lauritano Wealth Management of Raymond James. Joining her in the move are senior client service associates Natalia Morales and Melody Price.

The team will be focused on serving high-net-worth individuals, families, and corporate executives across the country as members of Raymond James’ St. Petersburg, FL-based Carillon branch.

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Written By: Dakota

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