Rick Sanchez, West Coast regional director for Raymond James & Associates (RJA), announced that the firm has brought in a team of seven financial advisors to the firm in Las Vegas. This team includes financial advisors Nick Takahashi, CRPC, James Zapotocky, Joshua Yocam, Luka Vasiljevic, Michael Ortega, Stephen Ellingsen and Sean Tsaconas, and senior client service associate Yalda Momeni.
They arrive from Morgan Stanley, where they managed about $1.3 billion in client assets and will operate as part of RJA’s Las Vegas branch, serving corporate executives, families and individuals, pre-retirees and retirees.
Takahashi brings over 15 years of financial services industry experience to his role as managing director. He began his career with Wachovia Securities and recently served as a financial advisor during an 11-year tenure at Morgan Stanley. Takahashi received his undergraduate degree in economics from the University of California, San Diego, and holds the Chartered Retirement Planning Counselor designation.
Zapotocky started working in the financial services industry in 2010 at Wells Fargo and recently served as an advisor at Morgan Stanley for over a decade. And his 14 years of experience are backed by a bachelor’s degree in finance from California State University – Long Beach.
KEY QUOTES:
“Joining Raymond James was a natural choice for my team and I. When we look to the future of Takahashi Retirement Group, the client and advisor-centric ethos combined with vast resources and support at Raymond James offers us the best opportunity for growth and stability for our clients. Additionally, the firm’s renowned leadership and history makes for a seamless cultural fit.”
– Nick Takahashi, managing director
“The opportunity to grow with an industry leader that gets to know you on a personal level makes Raymond James the perfect long-term partner for our team. Additionally, the technology platforms and advisor services offered make the firm a stand-out choice in the industry.”
– James Zapotocky, senior vice president of wealth management
