The group AGS Wealth Management Which is part of the network Raymond James It has been added to Vladimir Levy As the new financial advisor, the group’s general manager said on Monday, Andrew Sokin On LinkedIn.
“I am pleased to announce that Vladimir Levy has officially assumed his new role as Financial Advisor at AGS Wealth Management Group, a subsidiary of Raymond James!” Sokhin posted.
Levyi returns to the group from Morgan StanleyWhere he also worked with the company led by Sukhin.
“Vladimir joined us in 2018 at Morgan Stanley and has since demonstrated exceptional commitment to our clients. Since our move to Raymond James in December 2023, he has continued to demonstrate his expertise in managing asset transfers, executing deals across multiple asset classes, and mentoring junior partners, which has been invaluable to our team,” added AGS Managing Partner.
The consultant is originally from Long Island He graduated in science from Pennsylvania State University.
AGS Wealth Management Group joined Raymond James from Morgan Stanley at the end of 2023.
One of the group’s most interesting features for its international clients is the ability to aggregate global bank accounts onto one platform, Sokhin said.
“This has been a complete game changer, as it makes it easier to manage and optimize portfolios with one unified view of all your assets. The Black Diamond integration has brought greater transparency, effective risk management, and comprehensive performance reporting. It’s all about giving you a clearer, easier view of your financial world, and we’re excited to offer you this level of service,” he posted on LinkedIn.
The team consists of nine people, in addition to Sukin and Levi, Agnia Hill, Slaviana Kegai, Ksenia Filippova, Andrew Kormilitsyn, Anastasia Urusova, John McConville, Evgenia Chernomorskaya.
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