Raymond James & Associates’ Mid-American regional director, Amy Smart, announced that the firm recently welcomed financial advisors Adam Ours, John Koch, and Padma Jambunath to the firm’s employee advisor channel in Cleveland, Ohio. The team includes senior client relationship manager Jeffrey Danzinger, senior registered client relationship associate Sasha Delic-Milanovic, and senior client service associate Betsy Margolin. They come from Merrill Lynch, where they managed approximately $995 million in client assets and will operate as part of RJA’s Cleveland Beachwood branch.
They serve business owners, corporate executives, families and individuals, pre-retirees, retirees, and family offices. DKO Private Wealth Management of Raymond James holds over 150 years of collective industry experience.
Ours brings 20+ years of experience in the financial services industry as managing director of wealth management. And he began his career with Northwestern Mutual Investments and most recently served at Merrill Lynch for 18 years. He received his undergraduate degree in business from Miami University, and an MBA from Cleveland State University. His professional experience is backed by the Certified Plan Fiduciary Advisor Chartered Retirement Planning Counselor, Certified Private Wealth Advisor and Sports & Entertainment Accredited Wealth Management Advisor designations.
Koch started working in the financial services industry in 1993 at Lehman Brothers in San Francisco and most recently served at Merrill Lynch for over 15 years as a senior vice president, advisor, office director and sales manager for the Cleveland complex. He holds a bachelor’s degree from Miami University and has significant experience advising clients on asset allocation, alternative investments, hedging single stock exposure, tax minimization strategies and risk management of concentrated equity positions.
Jambunath brings extensive global financial services experience, most recently at Merrill Lynch. Born and raised in India, she worked across Asia and Europe, eventually moving to the United States in 2009. And she is a recipient of the Presidential Volunteer Service Award. Her 11 years of U.S.-based financial services industry experience are backed by a bachelor’s degree and an MBA from India and a General Management Program certificate from Harvard Business School.
KEY QUOTES:
“Joining Raymond James was a decision made with our clients in mind, allowing us to offer an even broader array of resources without sacrificing our client-first mentality. The firm’s commitment to financial stability and conservative management aligns closely with our values, ensuring we continue providing the objective, high-quality counsel our clients have come to trust. We believe this transition will enhance what we can achieve together, backed by one of the most respected independent wealth management firms in the country.”
- Adam Ours
“At Raymond James, we have found a balance of size, scale and a deep focus on relationships that elevates our ability to serve clients. Its industry-leading research, advanced technology platforms and extensive investment options empower us to deliver sophisticated financial strategies while keeping client relationships at the forefront. We are happy to bring these additional resources to our clients and believe it will improve what we can accomplish together.”
- John Koch
“In addition to values alignment, transitioning to Raymond James emphasizes our commitment to serving our clients’ best interests. Raymond James supports our client-first mentality with a wealth of resources and a welcoming, relationship-focused culture. Our capacity to provide thoughtful wealth management for each of our clients has, and will continue, to expand with the tools and support we are provided.”
- Padma Jambunath
“We are pleased to welcome the DKO Private Wealth Management team to Raymond James. Their commitment to service and building trusted relationships with their clients makes them a seamless addition to our firm and division. With Raymond James’ resources and support, we look forward to aiding the positive impact they have on their clients’ financial journeys.”
- Amy Smart
