Financial advisor Craig Weis has joined Raymond James & Associates’ employee advisor channel in Roseville, Calif., the company said.
Weis joins from UBS, where he managed approximately $130 million in client assets. He will serve as the branch manager for RJA’s new Roseville office and is joined by senior client associate Jennifer Goldsby. Roseville is part of the Northern California Complex managed by Nathan Clakley.
Weis, who has been in the financial services industry for more than 26 years, began his career as a financial advisor in Sacramento, Calif., in 1994. He joined Morgan Stanley in 2000 and in 2005 began managing the company’s Roseville office. He joined UBS Wealth Management in Roseville in 2013 as the branch manager.
Weis said he is thrilled to represent RJA in the Sacramento Valley area. “The ability to work with clients and cater the products and services to what they need most is so refreshing. Raymond James’ client-first philosophy and the breadth of resources and support will be such a value add to clients in the Sacramento area,” he said.
Raymond James & Associates Inc. is a wholly owned subsidiary of Raymond James Financial, Inc., which has approximately 8,100 financial advisors throughout the U.S., Canada and overseas, and a total of $858 billion in client assets.