Raymond James welcomes Southern California advisor managing over $325 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor David Tam, CEPA, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel –according to Casey McGee, Western assistant division director for RJFS.
Based in San Diego, California, Tam Wealth Management includes client service associates Jenny Yeager and Kaley Tiller. As founder of the practice, Tam provides personalized financial services to clients ranging from business owners and individuals with sudden wealth, to pre- and current retirees. He arrives from Edward Jones, where he previously managed more than $325 million in client assets.
“With any business decision, my clients’ best interests come first and I’m proud to partner with a firm that shares those values. Not only does Raymond James maintain a client-centric approach, but it also has the strength and stability expected of a $1.58 trillion firm, which my clients and practice can rely on for the long term,” said Tam. “Additionally, I’m now supported in my autonomy to grow the team at Tam Wealth Management as necessary to meet and exceed client needs.”
Tam offers more than 20 years of wealth management experience in addition to certification as an Accredited Asset Management SpecialistTM and Certified Exit Planning Advisor®. He was also named to Forbes’ Best-in-State Wealth Advisors ranking for the last three years.
Prior to becoming a financial advisor, Tam began his career at Bank of America and worked his way up to become a senior personal banker. A California native, he holds a degree in economics from the University of California, San Diego and is committed to giving back to his local community through leadership, advocacy and philanthropy.
“With his extensive experience and well-established reputation within the industry, David is an exciting addition to our presence in Southern California. I’m pleased that the firm’s value proposition, offering the capabilities of a large, national firm combined with the culture of a boutique, continues to attract such talented teams,” said McGee.
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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Tam Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.