Raymond James announced it welcomed financial advisor Anthony Losh, CFP, CRPCTM, CRPSTM, to the firm’s employee advisor channel Raymond James & Associates (RJA) in Stuart, Florida. This was revealed by Tom Walrond, Eastern division director for RJA.
Losh comes from Ameriprise Financial, where he managed more than $250 million in client assets. He is joined by financial planning consultant Julia Arrighi and registered client service associate Rene Quinones. This team operates as part of RJA’s Stuart branch, led by branch manager Tanya Wandoff and Central Florida complex manager Stephen Fricke.
With 26+ years of experience in the financial services industry, Losh previously worked as a financial advisor at Comerica Securities and Primevest Financial Services before joining Ameriprise. And he is a CFP professional and has the Chartered Retirement Planning Counselor and Chartered Retirement Plans SpecialistSM designations. Losh is a graduate of Otterbein University, where he received a degree in finance.
KEY QUOTES:
“I’m impressed by Raymond James’ reputation for integrity and client-first culture, as well as the firm’s comprehensive support and resources for advisors. I look forward to leveraging the firm’s robust platform and technology to provide my clients with more enhanced offerings – all backed by the personalized service they expect from our team.”
- Anthony Losh, senior vice president, wealth management
“We are thrilled to welcome Tony and his team to Raymond James and eager to see the benefits this change has for his practice. Anthony’s commitment to client service, underscored by resolute integrity and a tactical approach to helping clients realize their unique financial goals, make him an ideal addition to our Central Florida footprint.”
- Stephen Fricke
