Raymond James Welcomes Financial Advisor Andrew Wilson with $319 Million in Client Assets

Strategic Insights -

Raymond James Financial, Inc., a leading diversified financial services company, has recently welcomed senior financial advisor Andrew Wilson to its employee advisor channel, Raymond James & Associates (RJA). Andrew Wilson, a seasoned executive with over 33 years of financial services industry experience, joins the firm from UBS Financial Services, where he managed a significant portfolio of over $319 million in client assets. Wilson brings his vast experience and expertise to Oak Financial Group of Raymond James, providing comprehensive financial services, including financial planning, account management, and guidance to families, individuals, retirees, business owners, and sudden-wealth clients.

Key Takeaways:

  • Raymond James & Associates (RJA) has welcomed financial advisor Andrew Wilson to the firm, with over 33 years of industry experience and $319 million in client assets managed at UBS Financial Services.
  • Andrew Wilson brings a team of Practice Business Manager Annalisa Rada-McGee and Senior Investment Portfolio Analyst Brian Berry, CFP®, to Oak Financial Group of Raymond James.
  • The advisor provides holistic financial services, including financial planning, comprehensive account management, and guidance to families, individuals, retirees, business owners, and sudden-wealth clients.
  • Raymond James & Associates (RJA) is a wholly owned subsidiary of Raymond James Financial, Inc., with advisors throughout the United States, Canada, and overseas.
  • Total client assets managed by RJA are approximately $1.65 trillion as of July 31, 2025.
  • Andrew Wilson stated that what impressed him most about Raymond James was the firm's commitment to a client-first culture supported by leadership focused on long-term stability.

Statistics:

  • $319 million: The amount of client assets managed by Andrew Wilson at UBS Financial Services.
  • 33 years: The length of Andrew Wilson's financial services industry experience.
  • $1,650,000,000,000: The total client assets managed by Raymond James & Associates (RJA) as of July 31, 2025.
  • 12 years: The length of time Andrew Wilson spent at his previous firm.
  • 1 trillion+: The number of client assets managed by Raymond James (RJF) subsidiaries.

Sources:

  • Raymond James Financial, Inc. "Raymond James recently welcomed financial advisor Andrew Wilson to Raymond James & Associates (RJA)..."
  • Confidential classification not available.