After an extended streak of recruitment momentum that saw some sizeable additions to its employee advisor unit, Raymond James has extended its independent financial channel in the Northeast with a planning professional in New Jersey.
The firm announced that it has added financial advisor Teresa Zipf, who previously oversaw approximately $140 million in client assets, to Raymond James Financial Services. The move was announced by Alex David, Northeast division director for Raymond James.
An experienced CFP, Zipf comes to RJFS with more than 19 years of experience in the financial services industry, including a few years spent at Wells Fargo.
Prior to joining Raymond James, she was affiliated with Benjamin F. Edwards.
She operates Zipf Wealth Management alongside client service associates Cecelia Jiampetti and Emily Zipf. Based in Northfield, New Jersey, the team focuses on offering personalized financial guidance to a diverse clientele, including business owners, corporate executives, families, retirees, and women investors.
In explaining her move, she cited Raymond James' “people-first culture” as well as its focus on providing “support for the advisor-client relationship.”
“By partnering with Raymond James, we have gained access to more robust technology platforms with the freedom and resources to continue helping our clients with independent, holistic, and advanced financial planning,” Zipf said in a statement.
Zipf also highlighted the expanded array of “investment tools as well as sophisticated investment strategies” her team can access through Raymond James.
Prior to her move to RJFS, Raymond James had seen a long recruitment streak for Raymond James and Associates, its employee advisor arm, including a $360 million advisor team that recently joined from Morgan Stanley and a multigenerational team from Baird that switched over in Indiana.
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