Raymond James Welcomes Financial Advisor With Over $350 Million In Assets In Naples, Florida
March 6, 2023
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Richard Weisberg, CRPS® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Naples, Florida, according to Todd Gartrell, Southeast division director for RJFS.
Operating as Weisberg Wealth Management, Weisberg is joined by client service associates Nancy Comparetto and Cheryl Krebs. The practice serves individuals and families in addition to institutions such as corporate retirement plans, non-profits and endowments and foundations. Previously, the group was affiliated with UBS Financial Services where they managed more than $350 million in client assets.
“By establishing an independent practice at Raymond James, I gained the freedom to focus solely on working for, and being accountable to, my clients. This business model provides more flexibility to evaluate each client as an individual and utilize the vast resources and strategies available to create a custom financial plan in their best interest,” said Weisberg. “It also presents an exciting opportunity to build and develop our team as we see fit.”
A 28-year industry veteran, Weisberg formerly held roles as senior vice president – wealth management, wealth advisor, senior retirement plan consultant, institutional consultant and endowment and foundation consultant at Merrill Lynch and UBS Financial Services. He has earned the Chartered Retirement Plans SpecialistTM professional designation in addition to a Bachelor of Science degree from The Ohio State University. An active member of his community, Weisberg has served on various local academic and economic boards.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.22 trillion as of Jan. 31, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Weisberg Wealth Management is not a registered broker dealer and is independent of Raymond James Financial Services.