Raymond James has recruited David Rodrigo and Jason Goldberg as vice presidents of investments in the Blue Ash, OH, branch office of Raymond James & Associates, the traditional employee broker/dealer of Raymond James Financial.

Raymond James has recruited David Rodrigo and Jason Goldberg as vice presidents of investments in the Blue Ash, OH, branch office of Raymond James & Associates, the traditional employee broker/dealer of Raymond James Financial.

The team, known as the Goldberg and Rodrigo Financial Group of Raymond James, joins from Wells Fargo, where they managed more than $101 million in client assets and had $900,000 in annual fees and commissions.

Rodrigo began his financial services career as a CPA at an international accounting firm. In 2006, he joined A G Edwards, which through mergers eventually became Wells Fargo Advisors. He has experience serving high net worth clients, particularly specialists in the medical field.

Goldberg has more than 16 years of industry experience, having previously worked as a financial advisor at A G Edwards before it merged into Wachovia and later, Wells Fargo Advisors. He specializes in investment strategies for high-net-worth families, corporate executives and small business owners.

Joining Rodrigo and Goldberg at Raymond James is Stacey King, a registered client associate who previously worked with the team while they were at A G Edwards. She joins the firm from LPL.