Raymond James has welcomed new teams from Texas and Massachusetts:
Texas Team
Edward Sudzina, Western Gulf regional director for the firm’s employee advisor channel Raymond James & Associates (RJA) has welcomed financial advisor Homer Ramirez, CFP, CPWA, CEPA to RJA in Frisco, Texas. Ramirez arrives from J.P. Morgan Securities, where he managed about $228 million in client assets. He and senior registered client service associate Arica Savannah, CFP, operate as Ramirez Family Wealth of Raymond James. They join RJA’s Frisco branch, led by branch manager Jon Blair.
With 12+ years of experience in the financial services industry, Ramirez worked as a financial advisor at Merrill Lynch, New York Life, and, most recently, J.P. Morgan. He is a CFP professional and holds the Certified Private Wealth Advisor and Certified Exit Planning Advisor designation.
Massachusetts Team
Kelly Anderson, Northeast regional director for the firm’s employee advisor channel Raymond James & Associates (RJA) has welcomed financial advisors Vincent “Vinny” Zaccardi, CRPCTM, CPWA, Nicholas “Nick” Zaccardi, CPWA, CPFA and Gerard Mattaliano, CFP to RJA.
Based out of Burlington, Massachusetts, the advisors and senior client service associate Dawn Balinelli operate as The Zaccardi Group of Raymond James. And the group previously managed over $435 million in client assets at Merrill Lynch and join RJA’s New England complex, led by complex manager Bill Drew.
An experienced professional in the financial services industry, Vinny works with clients as senior vice president, investments. And he held various roles at Merrill Lynch over his 31-year tenure at the company. Vinny graduated from Bryant University with a bachelor’s degree in business administration and earned both the Chartered Retirement Planning Counselor and Certified Private Wealth Advisor professional designations.
Nick provides over a decade of financial industry experience and began serving clients as a financial advisor in 2013 at Merrill Lynch. And he holds the Certified Private Wealth Advisor and Certified Plan Fiduciary Advisor designations in addition to a Bachelor of Science in economics and finance from Bentley University.
Mattaliano started working in the financial services industry in 2016 and has held advisor positions at Morgan Stanley, Charles Schwab and Merrill Lynch. Along with his designation as a CFP professional, he is a graduate of Clemson University with a Bachelor of Science in finance.
KEY QUOTES:
“I closely examined the current industry landscape and various affiliation models with the goal of enhancing my practice for my clients. Raymond James ultimately checked all the boxes as a platform that would provide flexibility and customization, broad investment and planning solutions, enhanced technology and the ability to deliver my clients a true private wealth experience.”
— Homer Ramirez, senior vice president, wealth management
“Aligning with Raymond James provides us the freedom to objectively advise and serve our clients to the best of our ability. We’re empowered to have meaningful conversations about wealth and their personal goals while still enjoying the robust resources of a large firm. Additionally, the firm has a compelling reputation for strength and stability, grounded in conservative management and high ethical standards.”
— Nicholas “Nick” Zaccardi, CPWA
“I am delighted that Raymond James continues to attract advisors like Vinny, Nick and Gerard, who exhibit a notable passion for guiding clients toward achieving their long-term financial goals. We look forward to collaborating with them as they further augment their practice and capabilities.”
— Kelly Anderson
