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Financial Planning > Behavioral Finance

Raymond James Recruits 2 Advisors Managing More Than $400 Million

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Raymond James recently recruited two financial advisors — Rosa Ebling and Jack Bayer — to Raymond James & Associates, the firm’s traditional employee broker-dealer.

Ebling joins from Robert W. Baird & Co., where she previously managed $193 million in client assets, and Bayer joins from J.P. Morgan Securities, where he previously managed $230 million in client assets.

They join Raymond James & Associates’ Chicago office, which is managed by complex manager Brian Lampsa.

“For several years, I have admired Raymond James as a firm with a great reputation for putting its clients first and for fostering a culture that allows its advisors to act in the best interests of their clients. After all, we are nothing without our clients,” said Ebling, managing director and senior vice president of investments. “The breadth of the firm’s products that I can offer to investors is broad and deep with endless resources on every topic, providing the most valuable tools in today’s competitive investment environment.”

Ebling said she was also “very impressed” with Raymond James’ response to the initial Labor Department fiduciary regulations by allowing advisors as much flexibility as possible to meeting the needs and financial goals of their retirement clients.

Ebling began her financial services career more than three decades ago at William Blair & Co., where she worked as a financial advisor in the private wealth management department before moving to Baird in 2007.

Bayer also has been in the industry for more than 30 years. He began his financial services career at Advest Inc. and worked at Bear Stearns and J.P. Morgan Securities before joining Raymond James.

Bayer, vice president of investments, said that Raymond James’ focus on client service and the breadth of investment options were important factors in his decision to make this move.

“The support I have already received during my transition has been terrific, and the technology will be a game changer for me and my clients. I’m excited to continue growing my practice here at Raymond James,” Bayer said in a statement.

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