Raymond James announced it brought in financial advisor David Tam, CEPA, AAMS, to Raymond James Financial Services (RJFS) as announced by Casey McGee, Western assistant division director for RJFS.
Based in San Diego, California, Tam Wealth Management includes client service associates Jenny Yeager and Kaley Tiller. And as founder of the practice, Tam provides personalized financial services to clients ranging from business owners and individuals with sudden wealth, to pre- and current retirees. He arrives from Edward Jones, where he previously managed over $325 million in client assets.
Tam has over 20 years of wealth management experience and is certified as an Accredited Asset Management Specialist and Certified Exit Planning Advisor.
Before becoming a financial advisor, Tam began his career at Bank of America and worked his way up to become a senior personal banker. A California native, he holds a degree in economics from the University of California, San Diego, and is committed to giving back to his local community through leadership, advocacy, and philanthropy.
KEY QUOTES:
“With any business decision, my clients’ best interests come first and I’m proud to partner with a firm that shares those values. Not only does Raymond James maintain a client-centric approach, but it also has the strength and stability expected of a $1.58 trillion firm, which my clients and practice can rely on for the long term. Additionally, I’m now supported in my autonomy to grow the team at Tam Wealth Management as necessary to meet and exceed client needs.”
- David Tam
“With his extensive experience and well-established reputation within the industry, David is an exciting addition to our presence in Southern California. I’m pleased that the firm’s value proposition, offering the capabilities of a large, national firm combined with the culture of a boutique, continues to attract such talented teams.”
- Casey McGee
