Raymond James has welcomed financial advisor Terrence “Terry” Medley to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in San Jose, California, as revealed by John Simmons, California regional director for RJA.
Medley comes from Wells Fargo Advisors, where he managed approximately $112 million in client assets, and is joined by financial advisor trainee Dan Medley. As Medley Wealth Management of Raymond James they are serving business owners, corporate executives, families and retirees as a part of RJA’s Silicon Valley branch, led by branch manager Chris Weng.
With 44+ years of experience in the financial services industry, Medley started his career at E.F. Hutton, now Morgan Stanley Wealth Management, and most recently served at Wells Fargo for 13 years. And his professional experience is backed by a bachelor’s degree in economics from Louisiana State University.
KEY QUOTES:
“What drew me to Raymond James was the culture. Raymond James best reflects what I believe a brokerage firm should be: putting client goals and interests first, while providing the advisor with tools and resources to meet client objectives. The leadership team, who take a personal interest in the success of both clients and associates at the firm, make Raymond James the right fit today and going forward.”
-Terry Medley, senior vice president of investments
