Financial advisors and portfolio managers Carlos Dominguez and John Lilly, along with financial planner Christina Jones of the Dominguez & Jones Wealth Management Group, have joined the Raymond James wealth management firm.
Dominguez & Jones previously worked with Wells Fargo Advisors. Another member of their team, registered client associate Bobbie Denton, also has transitioned over to Raymond James.
“Our team is thrilled to begin this new venture with Raymond James,” said Dominguez. “The firm’s client-first approach and strong corporate culture are a perfect match with our own, and the impressive range of resources and services they offer will be a huge asset to our clients.”
The advisors at Dominguez & Jones Wealth Management Group specialize in working with discretionary portfolios and developing comprehensive financial plans for a diverse client base.
“We believe in offering individualized financial plans for our clients,” Jones said. “The extensive experience of our team, combined with the expertise and support at Raymond James, will allow us to do just that.”
“As a rule, we look to single out the investment opportunities and products that align with our clients’ profiles and long-term objectives,” said Lilly. “The breadth and depth of resources at Raymond James will provide tremendous flexibility.”
As a portfolio manager of the Dominguez & Jones Wealth Management Group, Carlos Dominguez guides the team’s investment management approach.
Jones has led the group’s financial planning efforts for over eight years.
Lilly specializes in developing and managing portfolios of dividend-paying stocks.
Denton is a customer service administrator.
