Raymond James & Associates recently recruited financial advisors Paul Berman and Joshua Rosenzweig in Los Angeles.
The team, which operates as 24/7 Investment Group of Raymond James, joins the firm from RBC, where they previously managed approximately $200 million in client assets and had about $2.6 million in annual production. Joining them are registered client services associates Susan Valdivia and Maggie Ing.
Berman and Rosenzweig specialize in wealth management and retirement planning for families and business owners.
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