People Moves

Raymond James Presses On With US Recruitment Drive

Josh O'Neill Assistant Editor 24 May 2017

Raymond James Presses On With US Recruitment Drive

The Florida-headquartered firm has brought added a new team to its network of financial advisors.

Raymond James is pushing on with its US recruitment drive, as it has brought over a $1 million team from Wells Fargo to join its Omaha, Nebraska branch.

Financial advisors and father and son Steven Friedman and Jeremy Friedman recently joined the Florida-headquartered firm from Wells Fargo Advisors, where they managed around $130 million in client assets and had more than $1 million in annual production.

They operate as Friedman Financial Partners of Raymond James and are located at Raymond James’ Omaha branch, led by Tim Ziola.

Rennee Johnson, senior client service associate, also joined the team.

Steven Friedman has more than 50 years’ experience in financial services, while his son Jeremy is a relatively-new player having started his career in 2010.

Johnson has more than 14 years’ financial services experience.

“With their more than 70 years of combined experience and a commitment to a long-term, client-first approach, they are a quality addition to our firm, and will be great ambassadors for us in this market,” said Ziola.

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