Joining Raymond James’ employee channel in Blue Ash, Ohio, are advisors David Rodrigo, CFP and CPA, and Jason Goldberg, CFP. The team, which now does business as the Goldberg and Rodrigo Financial Group of Raymond James, has managed more than $100 million in client assets and had $900,000 in annual fees and commissions.
“We are pleased to welcome these successful advisors to our Blue Ash office,” said divisional director Bill Roney of Raymond James, in a statement on Wednesday. “They have grown their business over the years with a strong client-first focus and attitude, a premise that aligns with our values here at Raymond James. We look forward to supporting their efforts, practice and in turn, their clients.”
Goldberg has more than 16 years of industry experience and worked as an advisor at A.G. Edwards before it merged into Wachovia and then Wells Fargo Advisors. Rodrigo began his financial services career as a CPA at an international accounting firm. He joined A.G. Edwards in 2006.
“There were several things that attracted us to Raymond James,” said Rodrigo, in a press release. “But to sum it up, we felt that Raymond James was going to allow us the freedom and flexibility we need to manage our practice in a way that allows both us and our clients to succeed. The firm offers access to well-known equity research, mobile technology, social media and custom websites – all components we feel will help our business grow.”
Raymond James Financial has more than 6,200 financial advisors worldwide and total client assets of about $447 billion.