Raymond James Welcomes Virginia Advisor Managing Over $280 Million

By: Raymond James Financial via Business Wire

October 30, 2025 at 15:40 PM EDT

Raymond James recently welcomed financial advisor J. Morgan Edwards, CFP^®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Courtland Williams, Mid-Atlantic region director for RJA.

Based in Virginia Beach, Virginia, Edwards arrives from UBS Financial Services where he managed over $280 million in client assets. He joins the existing Raymond James Virginia Beach branch, led by Vic Philleo, and provides holistic financial planning and guidance to a variety of clients, specializing in high-net-worth families, business owners and medical and dental professionals.

“Raymond James has come to define what a people-first firm is, where an emphasis on leading-edge technology and advisor independence supports both advisors and clients with purpose,” said Edwards. “I am excited for my clients to experience the same down-to-earth guidance in a more intuitive and user-friendly way.”

Edwards began his financial services career in 2008 and affiliated with UBS Financial Services in 2014. His experience is backed by a bachelor’s degree in business administration from James Madison University alongside the CERTIFIED FINANCIAL PLANNER^® 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 advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.73 trillion as of Sept. 30, 2025. Additional information is available at raymondjames.com.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.