Raymond James welcomes $320 million financial advisor duo in Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Martin “Marty” Sloane, CFP®, and Thomas “Tom” Sloane to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Gregg Stupinski, South Atlantic region director for RJA.
The duo arrives from UBS Financial Services where they managed approximately $320 million in client assets. They are joined by Senior Registered Client Service Associate Deborah Vincent. As Sloane Square Wealth Management of Raymond James, based in Stuart, Florida, they provide comprehensive financial guidance to business owners, families, individuals, family offices and those in or nearing retirement.
“For three generations, we have been serving our clients in South Florida and beyond,” said Marty. “It was important for us to join a firm that gives us the high-net-worth capabilities, technology and freedom to serve in a way that is tailored to each client’s unique needs.”
Marty, father to Tom, brings over 41 years of financial services industry experience to his role as senior vice president of investments. In addition to his professional tenure at UBS Financial Services, he earned a bachelor’s degree in economics from the United States Naval Academy and the CERTIFIED FINANCIAL PLANNER® designation.
Tom began his career at UBS Financial Services in 2023 and holds a bachelor’s degree in economics from the United States Naval Academy. He believes successful wealth management requires a comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests.
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 $1.65 trillion as of July 31, 2025. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.