Raymond James & Associates is opening a new office in Jackson, Miss. that will be managed by financial advisors Arthur Finkelberg, Butch McKenzie Jr. and Albert Green, who recently joined the firm as senior vice presidents/investments.
"Together these advisors represent over $500 million in assets under management and over $3 million in annual production," said Tom Galvin, complex manager for the region. "As Raymond James continues to expand along the Gulf Coast, we are looking for advisors of this caliber and reputation to join our growing division."
Raymond James Financial Services, the firm's independent broker-dealer, already has 16 independent offices in Mississippi as well as seven bank branches with investment programs partnered with the Raymond James Financial Institutions Division.
Finkelberg comes to Raymond James from Wells Fargo, where he managed $283 million in client assets and had annual production of $1.5 million. McKenzie also joined Raymond James from Wells Fargo, where he managed over $110 million in client assets and had annual production of almost $600,000. Green joins the firm from UBS, where he managed almost $150 million in client assets and had $949,000 in annual production.