Raymond James Advisor Joins Osaic
Osaic, Inc. announced that Geraldine Spinella has joined the firm from Raymond James, bringing approximately $107 million in client assets.
Based in Garden City, New York, Spinella has affiliated with Osaic through its office of supervisory jurisdiction (OSJ), New York Financial Partners, Inc.
“I’m excited to work with a team known for its supportive approach and ease of doing business,” said Spinella. “Their leadership and extensive experience will be instrumental as I embrace the next chapter of my career and continue delivering thoughtful guidance to my clients.”
“We’re thrilled to welcome Geraldine to New York Financial Partners,” said Howard Asch, managing partner at New York Financial Partners. “Her client-first philosophy, deep community ties and disciplined approach to financial planning make her a strong addition to our team, and we look forward to supporting her continued growth.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news.