Raymond James Financial has lured a team of two financial advisers from Wells Fargo that managed over US80 million in client assets to open a new Santa Barbara office.
The team, which includes senior vice president, investments David Neunuebel and financial advisor Lisa Barrantes, will operate as Neunuebel Barrantes Wealth Management Group of Raymond James.
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The team previously had annual production in fees and commission of approximately US$950,000.
Neunuebel has started career with Prudential Insurance in 1977 and then worked with Dean Witter, which became Morgan Stanley. In 2002, he joined Prudential Securities, which morphed into Wachovia and then Wells Fargo.
Barrantes has started her career with Thomson McKinnon Securities and later joined A.G. Edwards. In 2001, she moved to UBS in Santa Barbara and then joined Neunuebel at Wachovia in 2003.
Additionally, the team includes senior registered sales associate Lynne Ming, who has previously worked with Neunuebel Barrantes Wealth Management Group since 2012.
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By GlobalDataTash Elwyn, president of RJA Private Client Group, said: "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."
Ron Goldman, acting branch manager, said: hey are located in the historic Granada Building on State Street and bring over 40 years of financial experience and expertise to serve key individuals of the city, business community and local families."
