Raymond James has hired ex-Edward Jones husband-and-wife duo that previously managed nearly $260 million in client assets, according to a news release.
Kevin Okim and Deborah Okim, who operate Reston, Va.-based Okim Wealth Management, have joined Raymond James Financial Services (RJFS), the firm’s independent advisor channel. Their team includes client service associates Elizabeth Mendoza and Michelle Roof. They provide comprehensive financial planning to clients, specializing in business owners, multigenerational families, healthcare professionals and corporate retirement plans, the release said.
Kevin Okim had been with Edward Jones since 2005 and Deborah Okim had been with the firm since 2004, according to BrokerCheck.
“After much deliberation and due diligence we decided to partner with Raymond James for its innovative resources, personalized attention and most importantly our shared ‘client-first’ culture,” Kevin Okim said in a statetment. “We are confident that this partnership provides us the autonomy to deliver what we believe is a more comprehensive, full-service experience using more advanced financial planning tools, a broader investment strategies platform and the ability to provide expanded banking and lending solutions to help our clients meet their long-term financial goals.”
“With great care and diligence, we found a partner in Raymond James that will allow us to build on our experience so that we can continue to deliver the high-quality service our clients deserve,” added Deborah Okim.
St. Petersburg, Fla.-based Raymond James has about 8,700 financial advisors throughout the U.S., Canada and overseas. It has about $1.26 trillion in client assets as of Sept. 30.