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  • Beverly Hills
    9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508 T: 310.285.4500 F: 310.285.4545 TF: 855.608.7543
    Map and Directions Map and Directions
  • Pasadena
    301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115 T: 213.327.1059 F: 213.327.1030 TF: 877.734.5258
    Map and Directions Map and Directions

Home Office Associates

Andrew Waldbaum
John Simmons
West Coast Regional Director
Andrew Waldbaum
Andy Waldbaum, CFP®, CRPS®, AIF®, MBA
Complex Manager Senior Vice President, Investments
Joe Weaver headshot
Joe Weaver, CFP®
President, Raymond James Trust, N.A.
Bill Geiss headshot
William Geis
Executive Vice President Private Client Banking Executive
Cinnamon Chancey headshot
Cinnamon Chaney, CFP®
Vice President Banking Consultant
Ken Grider headshot
Kenneth Grider
Managing Director Head of Business Development
Frank McAleer headshot
Francis Joseph McAleer, JR., CIMA®, CFP®
Senior Vice President, Wealth Planning
Adam Nibert headshot
Adam Nibert, CFP®
Private Wealth Consultant Wealth Planning, Global Wealth Solutions
Murphy Bradshaw
Murphy Bradshaw, CFP®, CHFC®, CLU® CPWA®
Wealth Consultant - Region 5 Wealth Consulting, Wealth Planning
Charles Bauder
Charles Bauder, J.D., CPWA®
Vice President and Director of Private Wealth Wealth Planning, Global Wealth Solutions
Lauren Ahern
Lauren Ahern, CPWA®
Senior Manager, Private Wealth Wealth Planning, Global Wealth Solutions
Bob Burns
Robert C Burns, CFA®, AIF®
Vice President and Director Institutional Consulting Services
Tiffany Marshall
Tiffany Marshall, CTFA
Trust Consultant - West Coast Sales Raymond James Trust
Ken Novak
Kenneth Novak
MD, PIC Distribution, GWS PIC
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A plan for your wealth that’s purely yours

Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Beverly Hills: 9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508
  • T: 310.285.4500
  • F: 310.285.4545
  • TF: 855.608.7543
  • Map & Directions
  • Map & Directions
  • Pasadena: 301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115
  • T: 213.327.1059
  • F: 213.327.1030
  • TF: 877.734.5258
  • Map & Directions
  • Map & Directions

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