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Raymond James welcomes adviser team collectively managing more than $995m in assets
Other - DECEMBER 20, 2024

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Raymond James welcomes adviser team collectively managing more than $995m in assets

by Andrea Zander

Raymond James has welcomed financial advisers Adam Ours, John Koch and Padma Jambunath to Raymond James & Associates (RJA), the firm's employee adviser channel in Cleveland, Ohio.

Joining the team are Jeffrey Danzinger, senior client relationship manager, Sasha Delic-Milanovic, senior registered client relationship associate, and Betsy Margolin, senior client service associate. They arrive from Merrill Lynch, where they managed approximately $995 million in client assets and will operate as part of RJA’s Cleveland Beachwood branch. Together they serve business owners, corporate executives, families and individuals, pre-retirees, retirees and family offices. Recognized by Forbes as a 2024 Best in State Wealth Management Team, DKO Private Wealth Management of Raymond James holds more than 150 years of collective industry experience.

Ours brings more than 20 years of financial services industry e

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