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Raymond James has added an advisory team from Morgan Stanley, which managed over $360 million in assets. The team, now known as The Perl Group of Raymond James, operates out of Ponte Vedra Beach, Florida, and Fort Collins, Colorado. The group is led by advisors Gary Perl and Katie Janda. They serve a diverse range of clients, including business owners, corporate executives, individuals, families, healthcare professionals, and corporate retirement plans.
Gary Perl has been in the financial industry since 2000, starting with A.G. Edwards & Sons, and later working at Wachovia Securities and Morgan Stanley. Gary divides his time between his offices in Loveland, Colorado, and Ponte Vedra Beach, Florida, bringing a wealth of experience to his role as a wealth management professional. He is also committed to giving back, actively supporting various community organizations over the years. Katie Janda, with over 18 years of financial services experience, joined The Perl Group in 2021 to continue serving the sophisticated needs of high-net-worth families and business owners. Outside of work, she is actively involved in her church and her children's school community.
The team is supported by Practice Business Manager Sharon Brown and Client Service Associate Elisabeth Perl.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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