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In the News

Raymond James Snags FA with $185M from Merrill Lynch

Posted by Cathy Nichols

July 7, 2023
By Sam Del Rowe

Raymond James announced that an advisor has joined its employee advisor channel, Raymond James & Associates, from Merrill Lynch, where she had more than $185 million in client assets.

The advisor, Rebekah Fa’asau, operates as Fa’asau Wealth Management of Raymond James along with client associates Ali McCormack and Payton Thomas, according to Raymond James. The team is based in Boise, Idaho.

“At Raymond James, there is a recognition that size and scale can’t replace relationships. The firm has a focus on quality and culture that has produced renowned market research, a broad array of investment options and sophisticated financial planning resources,” Fa’asau said in a statement accompanying the announcement.

Fa’asau has been in the industry since 2007, when she registered with Merrill Lynch, according to her BrokerCheck record.

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About Cathy Nichols

Senior Consultant – Extensive industry knowledge and a unique ability to listen and respond like a fiduciary is what advisors connect with – and appreciate – and have allowed Cathy to build relationships based on trust, personal connection and growth. Learn more...

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