Alex David, the Northeast division director for Raymond James Financial Services (RJFS), announced that the firm has welcomed financial advisor Teresa Zipf, CFP, to the team.
At Zipf Wealth Management in Northfield, New Jersey, Zipf is joined by client service associates Cecelia Jiampetti and Emily Zipf. Together they are providing personalized service to a range of clients including business owners, corporate executives, families, retirees and women investors. Zipf had previously managed nearly $140 million in client assets at Benjamin F. Edwards.
As president of the practice, Zipf has over 19 years of financial services industry experience and is committed to continuous education as a CFP professional. She is a New Jersey native and graduated from Stockton University with a bachelor’s degree in accounting.
KEY QUOTES:
“Raymond James provides a people-first culture towards serving our team and clients, and prioritizes support for the advisor-client relationship. By partnering with Raymond James, we have gained access to more robust technology platforms with the freedom and resources to continue helping our clients with independent, holistic and advanced financial planning. In addition, we now have access to more investment tools as well as sophisticated investment strategies which help enable us to provide our clients with excellent service.”
- Teresa Zipf
