Raymond James welcomes experienced financial advisor managing approximately $250 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Tom Kreuzer to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Beverly Hills, California, according to John Simmons, Western regional director for RJA.
Kreuzer arrives from Morgan Stanley, where he managed approximately $250 million in client assets, and joins veteran advisor and managing director Frank Epinger. As a part of RJA’s Beverly Hills branch, they offer a customized approach to wealth management to clients including families and individuals, corporate executives, business owners and those in or nearing retirement.
“I am incredibly excited to join forces at Raymond James with Tom, my former colleague and friend of over 30 years. Together, we are a team dedicated to providing comprehensive wealth management and financial planning to high-net-worth clients from a variety of businesses and industries nationwide using the firm’s extensive capabilities,” said Epinger, managing director.
With over 40 years of experience in the financial services industry, Kreuzer holds the Certified Investment Management Analyst ® designation. He began his career in 1987 at Drexel Burnham Lambert, and his professional experience is backed by a bachelor’s degree in economics and finance from Fairleigh Dickinson University.
With a long history of leadership roles in the industry, Epinger offers personalized multifamily financial advisory services. Prior to joining Raymond James, he served as head of the Wealth Management Branch Network at Wedbush Securities. He graduated from the University of Richmond with a Bachelor of Science in business administration and holds an MBA from the University of Michigan.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.