Arthur Finkelberg CFA, CFP; Al Green, CFP, and Butch McKenzie recently joined the newly opened office of Raymond James. Finkelberg and McKenzie both came to Raymond James from Wells Fargo Advisors. Green joined from UBS.
Finkelberg joined Raymond James as senior vice president, investments and has 29 years of experience as a financial advisor. He attended school at the State University of New York at Albany and has a degree in philosophy. Finkelberg also has an accounting degree and a master’s degree in business administration from Mississippi College.
McKenzie was branch manager at Wells Fargo Advisors before joining Raymond James as senior vice president, investments, and branch manager. He has 28 years of business experience.
Green, with 49 years experience in the financial services industry, is currently senior vice president, investments.
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