Pensacola Framery

Main Menu

  • Home
  • Financial planner
  • Financial advisor
  • Financial services
  • Financial authority
  • Financial institutions

Pensacola Framery

Header Banner

Pensacola Framery

  • Home
  • Financial planner
  • Financial advisor
  • Financial services
  • Financial authority
  • Financial institutions
Financial services
Home›Financial services›Ramsey-based wealth management advisory firm joins national financial services firm as new partner

Ramsey-based wealth management advisory firm joins national financial services firm as new partner

By Mark L. Wells
March 10, 2022
0
0

Ramapo Wealth Advisors from Ramsey has joined Steward Partners Global Advisory, which is affiliated with Raymond James Financial Services.

Wells Fargo’s five-person team works with $600 million in client assets and includes advisors James Sahagian, Peter Gordinier and David Puccia.

“My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. We spent a few years on our due diligence before choosing to join Steward Partners,” explained James Sahagian, Managing Director and Wealth Advisor, Ramapo Wealth Advisors. “By partnering with Steward, we are aligning ourselves with a forward-thinking independent company that offers superior technology, a multi-custodian platform, and the potential to offer different solutions not previously available to us.”

Sahagian began his financial services career in 1999 as a financial advisor at Smith Barney, which later merged into Morgan Stanley’s Global Wealth Management Group. He joined Wells Fargo in 2009, where he served as general manager, senior vice president and financial advisor. In addition to earning the Certified Financial Planner designation, he holds an MBA in Finance and a BS in Accounting from Rutgers University.

“We found that Steward’s entrepreneurial spirit aligned with our approach and how we envision our practice going forward,” echoed Gordinier, Principal and Wealth Manager, Ramapo Wealth Advisors. “We also felt that their multi-custodian approach to business would allow us to better serve our clients in the way they deserve.”

Gordinier has worked in financial services for over 35 years and has been a financial advisor for over 25 years. He worked for Morgan Guarantee Trust Co. in New York, where his last job was as assistant treasurer in the company’s institutional securities lending department before being accepted into Smith Barney’s brokerage education program, where he became a financial advisor in securities and insurance. in the firm’s Paramus office. After developing his practice for nearly 13 years with Smith Barney, Peter accepted the position of Vice President at Wells Fargo Advisors in 2009.

Puccia brings more than 40 years of financial services experience, having worked for Wells Fargo and its former banks since 1979. He graduated from Lafayette College with a degree in economics and received his MBA from Seton Hall University with a concentration in finance.

“I spent my entire career at Wells Fargo and was very happy there, but I found that teaming up with Jim and Pete and affiliating with Steward Partners was truly the best thing I could do for my clients. at that time,” Puccia added.

Related posts:

  1. Wellington financial services firm FoxPlan censored by Financial Markets Authority for malpractice
  2. American College of Financial Services Hosts 15th Annual African American Conference … | New
  3. The American College of Financial Services hosts the 15th
  4. Financial Services and Retirement Planning Expert and Former CEO of VALIC Financial Advisors Joins CEO Coaching International®
Tagscertified financialfinancial serviceswealth management

Archives

  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • August 2019
  • June 2019
  • April 2019
  • December 2018
  • November 2018
  • October 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • March 2018
  • February 2018
  • October 2017
  • August 2017
  • June 2017
  • March 2016

Categories

  • Financial advisor
  • Financial authority
  • Financial institutions
  • Financial planner
  • Financial services

Recent Posts

  • IQ Financial Advisor – Content Page
  • Top 5 Online Payday Loans For People With Bad Credit
  • Salary expectations for financial advisors in 2022
  • Samuel R. Schnydman, retired financial advisor and insurance agent, dies – Baltimore Sun
  • ‘I lied to everyone I met’: how gambling addiction took hold of women in the UK
  • Privacy Policy
  • Terms and Conditions