Raymond James (RJF) said early Wednesday that its employee broker-dealer recruited a team from Wells Fargo Advisors (WFC).
David Neunuebel, CFP, and Lisa Barrantes join the firm in Santa Barbara with about $80 million in client assets and some $950,000 in yearly fees and commissions, according to Ron Goldman, acting branch manager.
"This new RJA office in Santa Barbara is one more illustration of our strategic plan to expand our footprint in the Western states," said Tash Elwyn, president of the Raymond James & Associates Private Client Group, in a press release. "We look forward to attracting additional experienced financial advisors not just to this office, but to the other branches we have recently opened and have on the drawing board."
Neunuebel began his financial services career with Prudential Insurance in 1977 and became affiliated with Dean Witter and later Morgan Stanley (MS). In 2002, he joined Prudential Securities, which morphed into Wachovia and then Wells Fargo.
"We could not be more pleased to have David, Lisa and Lynne open our first RJA Santa Barbara office," said Goldman, in a statement. "They are located in the historic Granada Building on State Street and bring over 40 years of financial experience and expertise to serve key individuals of the city, business community and local families."
