Raymond James Secures $1.1 Billion Proficient Group
**Financial Advisors Join Raymond James Financial Services**
A group of experienced financial advisors, including Jak Cukaj, Neal Siena, Charles Camilleri, Brigitte Davison, Adam Sloane, William Longing, Elissa Levy, and Maura Fronio, have recently joined Raymond James Financial Services (RJFS) from Ameriprise Financial. The move marks a significant expansion for RJFS, bringing together a team with over 30 years of combined experience in the financial services industry.
Jak Cukaj, who has over 30 years of experience and holds multiple designations, including Certified Financial Planner (CFP), expressed that exceptional service to clients and their families is the core of their mission. Neal Siena, with over 15 years of experience in advisory roles and institutional financial consulting, and a Certified Investment Management Analyst, will also be joining the team.
Charles Camilleri, who has 25 years in the industry and served in the U.S. Air Force, leads Camilleri Wealth Management, which focuses on personalized client service. Meanwhile, Brigitte Davison, along with advisor Lilibeth Miranda, provides advanced wealth management strategies tailored to client needs. Davison emphasizes a comprehensive approach to wealth management and holds designations including CFP and Chartered Life Underwriter.
The financial advisors have chosen RJFS for its alignment with their values, commitment to advisor independence, and ability to support their continued growth. Alex David, from Raymond James, welcomes Jak, Neal, Charlie, Brigitte, Adam, William, Lilibeth, and their teams to the firm.
The collective industry expertise and sophisticated approach of the new advisors make an outstanding addition to Raymond James, according to Alex David. The team collectively manages over $1.1 billion in client assets and offers a range of wealth management strategies, including diversified investment portfolios, retirement planning, tax optimization, estate planning, and risk management.
While specific details about the specialized investment strategies offered by QuantumView Wealth Management, Camilleri Wealth Management, or Brigitte Davison's wealth management practice are not provided, it is known that firms like QuantumView, especially those formed by experienced advisors like Jak Cukaj and Neal Siena, often focus on personalized client service and adaptive investment strategies.
For precise information about these practices, it would be best to consult directly with them or their official websites.
The financial advisors, including Jak Cukaj, Neal Siena, Charles Camilleri, Brigitte Davison, and their teams, have chosen Raymond James Financial Services (RJFS) due to its alignment with their values, commitment to advisor independence, and ability to support their continued growth, indicating an interest in expanding their business and investing strategies within the financial services industry. The new advisors, with a collective industry expertise of over 30 years, offer a range of wealth management strategies to manage and grow their clients' assets, which may include diversified investment portfolios, retirement planning, tax optimization, estate planning, and risk management.
