FUNDRAISING NEWS | August 02, 2024
Raymond James has added financial advisor Brett Goldstein to their New York branch. Goldstein previously managed over $245 million in assets at LPL Financial. As a senior vice president of wealth management, he serves families, individuals, retirees, business owners, and corporate retirement plans.
The New York branch of Raymond James is led by complex manager Judson Potter. Goldstein brings over 15 years of experience in the financial services industry to his new role. He began his career in 2009 and spent the last eight years as a financial advisor at LPL Financial. He is a Certified Financial Planner (CFP) professional, enhancing his expertise in wealth management. Goldstein holds a bachelor's degree in psychology and economics from the University of Virginia, which complements his financial advisory skills.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
