Raymond James Adds Kalyn Walker

Kalyn Walker has recently joined Raymond James & Associates in their San Diego, California branch, having moved from UBS Financial Services. At UBS, she managed around $450 million in client assets.

Walker is accompanied by Sean Clancy, a senior investment portfolio analyst. Her new role is within RayJay’s San Diego branch, which is led by branch manager David Richman. Walker brings over 16 years of experience in the financial services industry to her new position. Her career began at Merrill Lynch, and she spent nearly a decade at UBS before joining Raymond James. Walker has earned the Certified Exit Planning Advisor (CEPA) professional designation. Clancy also joined Walker at UBS as a private banker.

To view the press release. click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

September Capital Flows Driven by $40B Allocator Activity and Mega-Fund Closures
October 06, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Raymond James Adds Kalyn Walker

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company