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FUNDRAISING NEWS | February 05, 2025
Tags: Personnel, Financial Advisor Move
Raymond James announced that it has recruited financial advisor Valerie Zwosta into its employee advisor channel from Wells Fargo, where she managed $110M in client assets.
Zwosta and her team will operate as Zwosta Wealth Management of Raymond James and focus on providing family and private wealth management. She has nearly three decades of experience, most recently as a vice president of investment at Wells, according to her LinkedIn and BrokerCheck profiles.
Earlier in her career, Zwosta served as a senior financial consultant at bosc and an advisor at American Airlines federal credit union. Zwosta began her career at Merrill lynch in 1998. Her recruitment is the second for Raymond James this year, following that of Kristin Sullivan in San Diego, CA, as reported by Dakota on January 14.
Written By: Dakota
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