DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | August 21, 2024

RayJay Welcomes The Perl Group

Tags:

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.

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy