Raymond James Private Client Group has recruited veteran financial advisor Barry Stern in Westlake Village, Calif. Stern comes to Raymond James from UBS Financial Services, where he managed more than $107 million in client assets and had annual fees and commissions of about $1.1 million. Joining him is Kathleen Loretto, serving as client relationship manager. They operate as Ocean West Wealth Strategies Inc.
Stern has over 30 years of experience, joining Merrill Lynch in 1983. He also worked at Prudential-Bache and Dean Witter/Morgan Stanley.
Loretto has more than 20 years of experience in the financial field, working with clients, brokers and custodians as an investment analyst, portfolio administrator and operations assistant.
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