Raymond James as added financial advisors to its team in a new office in California.
Raymond James has appointed financial advisors David Neunuebel and Lisa Barrantes to open a new Santa Barbara, CA, office of Raymond James & Associates, the traditional employee broker/dealer of Raymond James Financial.
The team, known as Neunuebel Barrantes Wealth Management Group of Raymond James, was formerly at Wells Fargo, where they managed more than $80 million in client assets and had annual fees and commissions of approximately $950,000.
Neunuebel is senior vice president, investments, and Barrantes is financial advisor. The team also includes registered client associate Lynne Ming.
Neunuebel began his financial services career with Prudential Insurance in 1977 and was then affiliated with Dean Witter, which became Morgan Stanley. In 2002, he joined Prudential Securities, which morphed into Wachovia and then Wells Fargo.
Barrantes began her financial services career as a wire operator for Thomson McKinnon Securities in 1987, and later joined AG Edwards. In 2001, she moved to UBS in Santa Barbara and then joined Neunuebel at Wachovia in 2003.
Ming has worked with the Neunuebel Barrantes Wealth Management Group since 2012.
“This new RJA office in Santa Barbara is one more illustration of our strategic plan to expand our footprint in the western states. 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,” said Tash Elwyn, president of RJA Private Client Group.