Raymond James has added a New York financial advisor who managed more than $245 million in client assets at LPL Financial.
Brett Goldstein operates Brett Goldstein of Raymond James under the umbrella of Raymond James & Associates, the firm's employee advisor channel in New York, N.Y., according to a Raymond James press release.
The 15-year industry veteran serves families and individuals, retirees, business owners and corporate retirement plans at the New York branch, led by complex manager Judson Potter.
“By joining Raymond James, I found a partner that shares my values both professionally and personally, while empowering me to confidently serve my clients with an array of innovative resources,” Goldstein, senior vice president of wealth management, said in a statement. “The firm’s top tier investment research and technology enables me to continue offering my clients premiere service for years to come.”