Products
Data Sets
Integrations
Services
Company
Raymond James has welcomed advisor Stacy McVan from Edward Jones, where she managed over $100 million in client assets. McVan joins Raymond James & Associates, the firm's employee advisor channel. She operates under the name Stacy McVan Wealth Management of Raymond James at a branch in Dublin, Ohio.
McVan and Client Service Associate Jada Rock will serve a diverse clientele, including business owners, individuals, families, pre-retirees, and retirees. McVan brings 10 years of experience in the financial services industry. Her career includes positions at HSBC, Edward Jones, and Johnson & Johnson. She holds a bachelor's degree in business management from the University of Akron. This move is part of Raymond James' ongoing efforts to expand its advisor base and enhance client services.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
October 01, 2024
October 08, 2024
October 01, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy