Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jersey and Florida
Raymond James Financial (NYSE:RJF) has welcomed a significant team of financial advisors to its independent advisor channel, Raymond James Financial Services (RJFS). The 16-member team, led by Thomas C. Rapp, Ronald J. Greenberg, and Patrick Maguire, previously managed approximately $1.8 billion in client assets at M Financial Group.
The team, operating from offices in Morristown, New Jersey and West Palm Beach, Florida, specializes in serving ultra-high-net-worth families through private placement life insurance, private placement variable annuities, and sophisticated wealth management strategies. The group includes 14 senior financial professionals and is supported by more than 15 investment and branch professionals.
This strategic addition enhances Raymond James's wealth management capabilities, with the firm currently managing total client assets of approximately $1.64 trillion as of June 30, 2025.
Raymond James Financial (NYSE:RJF) ha integrato un importante team di consulenti finanziari nel proprio canale per consulenti indipendenti, Raymond James Financial Services (RJFS). Il gruppo di 16 membri, guidato da Thomas C. Rapp, Ronald J. Greenberg e Patrick Maguire, gestiva in precedenza circa $1.8 billion di attivit脿 dei clienti presso M Financial Group.
Il team, che opera dagli uffici di Morristown (New Jersey) e West Palm Beach (Florida), 猫 specializzato nel servire famiglie ultra-high-net-worth tramite assicurazioni vita in collocamento privato, rendite variabili in collocamento privato e strategie di gestione patrimoniale sofisticate. Il gruppo include 14 professionisti finanziari senior ed 猫 supportato da oltre 15 professionisti di investimento e di filiale.
Questa acquisizione strategica potenzia le capacit脿 di wealth management di Raymond James, che al 30 giugno 2025 gestiva complessivamente circa $1.64 trillion di attivi dei clienti.
Raymond James Financial (NYSE:RJF) ha incorporado a un importante equipo de asesores financieros en su canal de asesores independientes, Raymond James Financial Services (RJFS). El equipo de 16 miembros, liderado por Thomas C. Rapp, Ronald J. Greenberg y Patrick Maguire, hab铆a gestionado anteriormente aproximadamente $1.8 billion en activos de clientes en M Financial Group.
El equipo, con oficinas en Morristown (Nueva Jersey) y West Palm Beach (Florida), se especializa en atender a familias de patrimonio neto ultraalto mediante seguros de vida en colocaci贸n privada, anualidades variables en colocaci贸n privada y estrategias de gesti贸n patrimonial sofisticadas. El grupo incluye a 14 profesionales financieros senior y cuenta con el apoyo de m谩s de 15 profesionales de inversi贸n y de sucursal.
Esta incorporaci贸n estrat茅gica refuerza las capacidades de gesti贸n patrimonial de Raymond James, que al 30 de junio de 2025 administra un total aproximado de $1.64 trillion en activos de clientes.
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Raymond James Financial (NYSE:RJF) a int茅gr茅 une importante 茅quipe de conseillers financiers 脿 son r茅seau de conseillers ind茅pendants, Raymond James Financial Services (RJFS). L'茅quipe de 16 personnes, dirig茅e par Thomas C. Rapp, Ronald J. Greenberg et Patrick Maguire, g茅rait auparavant environ $1.8 billion d'actifs clients chez M Financial Group.
Op茅rant depuis des bureaux 脿 Morristown (New Jersey) et West Palm Beach (Floride), l'茅quipe se sp茅cialise dans l'accompagnement de familles ultra-fortun茅es via des assurances vie en placement priv茅, des rentes variables en placement priv茅 et des strat茅gies de gestion patrimoniale sophistiqu茅es. Le groupe comprend 14 professionnels financiers seniors et est soutenu par plus de 15 professionnels de l'investissement et d'agence.
Cette int茅gration strat茅gique renforce les capacit茅s de gestion de patrimoine de Raymond James, la soci茅t茅 g茅rant au 30 juin 2025 un total d'environ $1.64 trillion d'actifs clients.
Raymond James Financial (NYSE:RJF) hat ein bedeutendes Team von Finanzberatern in seinen Kanal f眉r unabh盲ngige Berater, Raymond James Financial Services (RJFS), aufgenommen. Das 16-k枚pfige Team unter der Leitung von Thomas C. Rapp, Ronald J. Greenberg und Patrick Maguire betreute zuvor etwa $1.8 billion an Kundenverm枚gen bei M Financial Group.
Das Team, das von B眉ros in Morristown, New Jersey, und West Palm Beach, Florida, aus arbeitet, ist auf die Betreuung von Ultra-High-Net-Worth-Familien durch Private-Placement-Lebensversicherungen, Private-Placement-Variable-Annuities und anspruchsvolle Verm枚gensverwaltungsstrategien spezialisiert. Die Gruppe umfasst 14 Senior-Finanzfachleute und wird von mehr als 15 Investment- und Niederlassungsfachkr盲ften unterst眉tzt.
Diese strategische Verst盲rkung erweitert die Wealth-Management-F盲higkeiten von Raymond James, das zum 30. Juni 2025 insgesamt rund $1.64 trillion an Kundenverm枚gen verwaltet.
- Addition of significant team managing $1.8 billion in client assets
- Expansion of ultra-high-net-worth client services capabilities
- Strategic growth in key markets (New Jersey and Florida)
- Enhancement of specialized expertise in private placement insurance and tax mitigation strategies
- None.
Insights
Raymond James strengthens its competitive position by acquiring a significant $1.8B advisory team specializing in ultra-high-net-worth clients.
Raymond James Financial Services has secured a notable talent acquisition by welcoming Greenberg & Rapp, a 16-advisor team previously with M Financial Group that managed
The acquisition is particularly valuable because Greenberg & Rapp specializes in sophisticated wealth management strategies for ultra-high-net-worth clients, including private placement life insurance and private placement variable annuities鈥攑roducts that offer tax advantages for wealthy investors. This expertise complements Raymond James' existing Private Wealth program and enhances their capability to serve the most affluent client segment.
For context, this
The advisors cited Raymond James' technology, home office support, and culture of independence as key factors in their decision to move their practice. This suggests Raymond James continues to position itself effectively in the competitive landscape for attracting established advisory teams, particularly those serving wealthy clients who require sophisticated planning solutions.
St. Petersburg, Fla., Aug. 14, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed a team of 16 financial advisors to Raymond James Financial Services (RJFS) 鈥� the firm鈥檚 independent advisor channel 鈥� according to Alex David, Northeast division director for RJFS.
With offices in Morristown, New Jersey and West Palm Beach, Florida, 聽and its Eagle Rock Wealth Management subsidiary are led by Founders and Principals Thomas C. Rapp, CLU庐, ChFC庐, AEP庐 and Ronald J. Greenberg, CLU庐, AEP庐 and Managing Partner Patrick Maguire. They are joined by 14 senior financial professionals:
- JP Bartolomeo, financial advisor
- T. Keith Brown, wealth advisor
- Bill Conroy, CLU, financial advisor
- Jordan Crowley, CFP庐, financial advisor
- Jonathan Crozier, wealth advisor
- Jake Greenberg, wealth manager
- Jack Grondin, wealth advisor
- Cole Koeniger, AIF庐, financial advisor
- Ryan Miscik, CFA, investment strategist
- Dennis Mojares, wealth advisor
- Ryan Pergola, CFP庐, wealth advisor
- Michael Pfenninger, wealth advisor
- Brian Rapp, financial advisor
- Dante Zicarelli, wealth advisor
The team arrives from M Financial Group where they collectively managed approximately
鈥淚n our discussions with Raymond James, it became clear that they have the cutting-edge technology and home office support we need to focus our time on serving clients,鈥� said Ronald Greenberg. 鈥淲e鈥檙e drawn to the unique culture and share a spirit of independence that gives us the freedom to do what鈥檚 right for our clients and continue to grow our business.鈥�
Greenberg has spent 37 years helping owners of closely held businesses and affluent individuals with exit planning and wealth preservation. He holds the Chartered Life Underwriter and Accredited Estate Planner庐 credentials.
鈥淲e are truly impressed with the sophistication and expertise at Raymond James,鈥� said Thomas Rapp. 鈥淥ur ultra-high-net-worth clients require sophisticated solutions, and we have received unparalleled support throughout this transition that only confirms we made the right decision for our clients and our team.鈥�
Rapp brings over 30 years of experience in alternative assets, estate planning, private business consulting, niche insurance and private wealth management. He holds the Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner庐 designations.
鈥淲e felt that this was the right fit for not only us as business owners, but for our people and our clients,鈥� said Maguire. 鈥淚n conjunction with Raymond James, we think that we can provide tailored advice while maintaining a culture of service where our clients are taken care of.鈥�
With more than 20 years at Greenberg & Rapp, Maguire uses deep insurance and investment expertise to build estate planning, charitable giving and business wealth transfer strategies for clients.
鈥淚t鈥檚 my pleasure to welcome the highly-experienced team of advisors and professionals at Greenberg & Rapp to Raymond James,鈥� said David. 鈥淭hey offer clients bespoke strategies, distinctive investments and personalized service and we鈥檙e pleased to provide the advanced capabilities of the firm鈥檚 Private Wealth program for the benefit of their clients.鈥�
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鈥檚 premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Greenberg & Rapp is not a registered broker/dealer and is independent of Raymond James Financial Services.聽
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP庐, CERTIFIED FINANCIAL PLANNER庐, and CFP庐 (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Jana Fuller Raymond James Financial 7275672824 [email protected]
FAQ
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