Experienced advisor joins team as part of firm’s strategic growth in Pacific Northwest
MENLO PARK, CA (May 6, 2020) – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique investment advisory and wealth management firm headquartered in Menlo Park, California, is pleased to announce the hiring of experienced financial planning professional Jave Ragan in Bordeaux’s new Seattle office.
Mr. Ragan has more than two decades of wealth management and business succession
planning experience. Most recently, he served as Senior Wealth Planning Strategist at Wells Fargo Private Bank.
With the recent announcement of Bordeaux’s expansion into the Seattle market, the addition of Ragan will continue to support the firm’s growth and assist ultra-high net worth families in the Pacific Northwest. He brings extensive experience working with families to create wealth transfer strategies, business succession plans, and helps them find unique solutions to reduce investment risk.
“We are thrilled to have Jave join our Seattle team. His experience working with clients across multiple generations to achieve their financial objectives blends with our mission to create intergenerational relationships with our clients,” said Bordeaux CEO and Managing Partner Thomas Myers.
Approximately 30% of Bordeaux’s clients are located in and around Seattle. The firm’s advisors have been serving Seattle-area families for over three decades.
“Jave will help fuel our expansion efforts in the Pacific Northwest,” said Jon Snare, Managing Partner of the Seattle office. “We hope to attract other experienced wealth advisory professionals who are looking to join an independent firm dedicated to providing
comprehensive, customer-centric investment solutions and wealth management services.”
About Bordeaux Wealth Advisors LLC
Bordeaux Wealth Advisors LLC (“Bordeaux”) provides custom and comprehensive financial and investment advisory services to ultra-high net worth clients across the U.S. The firm’s headquarters are in Menlo Park, CA. For more information about Bordeaux, please visit bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
(650) 289-1105
(650) 472-8016
www.bordeauxwealthadvisors.com
Media Contact
Jay Scott
jscott@gavinadv.com
484-695-3774
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