Raymond James welcomes Tulsa financial advisor managing $110 million in assets

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Valerie Zwosta, RICP^®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Tulsa, Oklahoma, according to Edward Sudzina, Western regional director for RJA.

Zwosta arrives from Wells Fargo, where she managed approximately $110 million in client assets. She leads Zwosta Wealth Management of Raymond James, serving families, individuals and retirees as part of RJA’s Tulsa branch.

“I am thrilled to join Raymond James, a firm that’s philosophy and culture align perfectly with my practice and how I serve my clients. The support from both the local branch and home office has enhanced my ability to continue providing exceptional service,” said Zwosta. “I couldn’t be happier to partner with such a well-respected firm, and I look forward to a long and successful relationship.”

Zwosta brings over 26 years of financial services industry experience to her role as vice president of wealth management and began her financial services career in 1998 at Merrill Lynch. She most recently spent eight years at Wells Fargo. She earned her bachelor's degree in finance from Northeastern State University and her expertise is backed by the Retirement Income Certified Professional^® designation.

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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.56 trillion as of Dec. 31, 2024. Additional information is available at raymondjames.com.