Raymond James welcomes advisor team managing $319 million to new RJA location in Deerfield, Illinois
ST. PETERSBURG, Fla. ─ Raymond James welcomed financial advisors Daniel Nickow, CRPC®, and Brett Salzer, CFP®, CRPC®, to Raymond James & Associates (RJA) – the firm’s employee advisor broker/dealer – in Deerfield, Illinois, according to John Kuklenski, Northern division director for RJA.
Nickow and Salzer join RJA’s new office location in Deerfield, Illinois, from Mesirow Financial, where they previously managed approximately $319 million in client assets, and operate as Talman Nickow Salzer Group of Raymond James. The team is in part named after one of the original founders, Richard Talman, who retired from the industry in 2009. Joining Nickow and Salzer at Raymond James is Jennifer Lothian, senior registered client service associate.
“We were attracted to the firm because of its focus on wealth management and the fact that advisors at Raymond James truly own their practice and client relationships,” said Nickow, managing director. “Raymond James provides us the freedom to build our practice, and offers exceptional technology and resources, like Goal Planning & Monitoring, that help us expand our capabilities and what we can offer clients. Having those tools at our disposal and such efficient back office support was really important to us.”
Nickow has more than 20 years of financial services experience, beginning his career as a financial advisor at Smith Barney, which was later acquired by Morgan Stanley. He remained with the firm before joining Mesirow Financial, where he served as an advisor until joining Raymond James. He is a graduate of the University of Wisconsin-Madison, where he earned a bachelor’s degree and MBA in finance. He also earned the professional designation of Chartered Retirement Planning CounselorSM from the College for Financial Planning.
Salzer, senior vice president of Wealth Management, has been in the financial services industry for 13 years. He began his advisory career at Smith Barney (later Morgan Stanley) and was with Mesirow Financial alongside Nickow for six years before joining Raymond James. He graduated from Purdue University with a bachelor’s degree and received his MBA from Roosevelt University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning CounselorSM designation. For the last 20 years, Salzer has served as an adjunct professor for Roosevelt University, where he teaches undergraduate and graduate courses in finance.
“Daniel, Brett and Jennifer are a great team, and I’m excited to welcome them to Raymond James,” said Kuklenski. “I am pleased that they were able to experience the firm’s advisor-centric culture firsthand when they came for a home office visit, and I am proud that they ultimately found Raymond James to be the optimal place for them, their practice and their clients going forward.”
The newly opened Deerfield, Illinois, RJA office is located at: 510 Lake Cook Road, Suite 450, Deerfield, IL 60015-4971.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $816 billion. Additional information is available at www.raymondjames.com.