Raymond James welcomed four financial advisors from Depew, New York, to its independent advisor channel, RJFS. The advisors managed $315 million in client assets at their previous firm and specialize in serving high-net-worth clients. The team includes David R. Burgio Sr., CPA, Michael Malaney, CFP®, David M. Burgio Jr., and Mary M. McCafferty, CFP®. They are supported by a team of professionals at Custom Wealth Strategies. Raymond James is excited to have the team on board, citing their experience, commitment to client relationships, and multi-generational perspective as valuable additions to the firm.
Read more at GlobeNewswire: Raymond James Welcomes New York Advisors Managing $315
