Raymond James welcomes California advisor team with $160 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Randi Bednarczyk and James Bassett to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJFS.
As Diamond Oak Wealth Partners, the advisors maintain offices in both Walnut Creek and San Ramon, California. Together they provide comprehensive planning to clients in a range of financial circumstances including business owners, corporate executives, divorcees and healthcare professionals. Previously affiliated with Edward Jones, the duo manages approximately $160 million in client assets.
“My primary focus is my clients. What drew me to Raymond James was the ability to better serve them with the extensive tools, resources and support they deserve. As I look ahead, I’m excited to continue being an advocate for the best interests of my clients as we navigate the ever-evolving market environment and provide sophisticated wealth planning for every client’s personalized needs,” said Bednarczyk.
Bednarczyk began her career at Edward Jones in 2008. A California native, she graduated from California State University Sacramento with two bachelor’s degrees in business marketing and sociology. Bednarczyk earned her MBA in finance from Walden University and has continued her professional education as a Chartered Financial Consultant® and Accredited Asset Management SpecialistSM designate.
Basset began his career as a financial advisor in 2017 at Edward Jones, prior to which he worked in corporate finance roles for some of the Bay Area’s largest companies. He holds a degree in business management with a focus on finance from Menlo College and is an Accredited Asset Management SpecialistSM.
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’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.15 trillion as of Oct. 31, 2022. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc., DiamondOak Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.