Raymond James has welcomed seven financial advisors to its independent channel, Raymond James Financial Services (RJFS), as announced by Northeast division director Alex David.
Based in Valhalla, New York, the advisors previously worked at Ameriprise Financial, collectively managing over $1.1 billion in client assets. They are led by Jak Cukaj, Neal Siena, Charles Camilleri, and Brigitte Davison, who have established three independent practices.
QuantumView Wealth Management, created by Cukaj and Siena, includes advisors Adam Sloane and William Longing, along with client service managers Elissa Levy and Maura Fronio. They specialize in tailored investment strategies for high-net-worth individuals and families.
Cukaj, with over 30 years in financial services, adopts a methodical approach to wealth management and holds multiple designations, including Certified Financial Planner (CFP). Siena has over 15 years of experience in advisory roles and institutional financial consulting; he is also a Certified Investment Management Analyst.
Camilleri Wealth Management, led by Charles Camilleri, focuses on personalized client service and includes specialists Vicky Lee, Louis Seekircher, and Kim Rottingen. Camilleri has 25 years in the industry and has served in the U.S. Air Force.
Brigitte Davison, alongside advisor Lilibeth Miranda, provides advanced wealth management strategies tailored to client needs. With 30 years of experience, Davison emphasizes a comprehensive approach to wealth management and holds designations including CFP and Chartered Life Underwriter.
KEY QUOTES:
“Providing exceptional service to our clients and their families is at the core of our mission. We selected Raymond James for its alignment with our values, commitment to advisor independence, and ability to support our continued growth.”
Jak Cukaj
“It’s my pleasure to welcome Jak, Neal, Charlie, Brigitte, Adam, William, Lilibeth and their teams to Raymond James. Their collective industry expertise and sophisticated approach make an outstanding addition to the firm, further strengthening our presence in the Northeast. I look forward to supporting their continued success backed by our industry-leading technology and capabilities.”
Alex David
