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Teresa Zipf, along with her team at Zipf Wealth Management, has joined Raymond James Financial Services' independent channel from Benjamin F. Edwards, bringing nearly $140 million in client assets. Based in Northfield, New Jersey, the team serves a diverse clientele, including business owners, corporate executives, families, retirees, and female investors.
Zipf, who has been in the financial industry since 2005, is a CFP professional with extensive experience, having previously worked with Wells Fargo Advisors and A.G. Edwards & Sons. A New Jersey native, Zipf holds a bachelor's degree in accounting from Stockton University. The move to Raymond James provides her team with access to advanced technology platforms, a wider range of investment tools, and sophisticated investment strategies.
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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