Seasoned financial advisor Mark Lazar, CFP, has joined Raymond James & Associates in its Salt Lake City, Utah, office.
Lazar comes from Wells Fargo Advisors, where he previously managed approximately $265 million in client assets and $1.8 million in annual production. Investment portfolio associate John Bergerson and operations manager Morgan Irvin join Lazar in a team operating as Wasatch Capital Management of Raymond James. Pam McComas manages the branch.
In 1995, Lazar began in financial services with Merrill Lynch in Visalia, Calif. After moving to Salt Lake City, Lazar joined First Security Investor Services before Wells Fargo acquired it in 1999. He remained with Wells Fargo until moving to Raymond James. Lazar has a bachelor’s degree in finance from the University of Utah and an MBA from the University of Colorado, Colorado Springs.
Bergerson began his financial career as a portfolio manager and chief compliance officer with Albion Financial Group where he spent 17 years before moving to Wells Fargo Advisors and partnering with Lazar in 2015. Irvin joined the Raymond James' Salt Lake City office in 2015 after working in operations for the Goldman Sachs private international lending desk and prior to that at UBS Wealth Management.