Raymond James has recently added two California financial advisors who managed more than $600 million while at Merrill Lynch, according to a press release.
Raymond James said advisors Taryn Moll and Peter Henziak, working under the name Moll Henziak & Associates of Raymond James, have joined Raymond James & Associates, the firm's employee advisor channel, in Irvine, Calif. The duo is joined by client service associate Rebecca Jonas-Engel and senior registered client service associates Jiangyun “Julie” Dale and Matt Kearns. The operation serves corporate executives, families and individuals.
“We take pride in offering our clients confidence with quality financial planning and diligent wealth management,” said Moll, whose title at Raymond James is senior vice president of wealth management. “Raymond James’s focus on advisor support and providing high-quality service makes the firm an exemplary choice for us and our clients as we work to exceed their financial goals.”
Moll has been in the financial services business for more than 40 years, spending almost 35 of those at Merrill Lynch.
“As financial services becomes increasingly dependent on emerging technology, the technological offerings at Raymond James give us assurance that we will remain ahead of the curve,” said Henziak, who is now a senior vice president of wealth management at Raymond James, in a statement. “The platforms offered by the firm allow us to take advantage of innovations that we would otherwise not have been exposed to.”