People Moves

Raymond James & Associates Bolsters Beverly Hills Branch

Eliane Chavagnon Editor - Family Wealth Report August 27, 2014

Raymond James & Associates Bolsters Beverly Hills Branch

Andy Waldbaum has been appointed to head up Raymond James & Associates’ Beverly Hills, CA, branch, where the firm has also brought in The Handler Investment Consulting Group.

Andy Waldbaum has been appointed to head up Raymond James & Associates’ Beverly Hills, CA, branch, where the firm has also brought in The Handler Investment Consulting Group.

Waldbaum will assume the title of resident branch manager and senior vice president of investments. He was previously vice president of business strategy and initiative manager at Merrill Lynch Wealth Management, as well as complex business development officer and senior vice president at Morgan Stanley Smith Barney.

As for the team, Gary Handler, senior vice president of investments and senior institutional consultant at Raymond James Institutional Consulting, has over 25 years of industry experience. Other members of the Handler team include Mariejoy Cabel, senior registered sales associate, and Amber Wilder, sales associate.

Raymond James & Associates is the traditional employee broker-dealer unit of Raymond James Financial.

 

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