Raymond James welcomes Texas financial advisor managing $450 million in assets

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Marco Rodriguez, CWS^®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Edward Sudzina, Southwest regional director for RJA.

Operating as Berit Wealth Management of Raymond James, based in Boerne, Texas, Rodriguez provides financial guidance to a variety of clients including business owners, families, individuals and retirees. He arrives from Frost Brokerage Services where he managed approximately $450 million in client assets and is joined by registered client service associate Kase White.

“My decision to join Raymond James is rooted in my clients’ best interest,” said Rodriguez. “The firm’s culture, technology platforms, private wealth capabilities and investment research combined with the strength and stability of its leadership team provide a powerful foundation to help clients pursue their goals long-term.”

Rodriguez brings 17 years of financial services industry experience to his role as managing director. His experience is backed by the Certified Wealth Strategist^® 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 $1.83 trillion as of Feb. 28, 2026. Additional information is available at raymondjames.com.