Raed Jaber, CRCSenior Financial Advisor
Managing Director - Investments
Background and experience
Raed Jaber is the Managing Director of The Jaber Wealth Management and Investment Group of Wells Fargo Advisors, a growing practice on the Gulf coast of Florida. With offices in Tampa, Palm Harbor, Land O’ Lakes, Hudson, New Port Richey, Spring Hill, Inverness and Crystal River and a combined experience of well over 60 years, the team is able to provide custom wealth planning and portfolio construction.
Raed began his career as an entrepreneur and principal in two successful start-up companies. He attributes this set of experiences as the foundation for his careful approach to investment planning and wealth management as a Financial Advisor. His journey as a trusted advisor for high-net-worth individuals began over 20 years ago at Morgan Stanley followed by 5 years with BB&T Investment Services before Joining Wachovia Securities which then became Wells Fargo Advisors in 2008. He holds a Bachelor’s degree from the University of Toledo. Raed has also earned the Certified Retirement Counselor CRC® certification by meeting rigorous professional standards and passing a comprehensive examination through the International Foundation for retirement planning
As of March, 2022, Raed has been named as a Premier Advisor* from 2013-2022. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Relying on a wealth of experience and his firms’ vast resources, Raed and his team help develop and implement an approach for building wealth and stability through goal based planning and sophisticated investment strategies. His mission is to provide objective and timely financial guidance — with the highest level of professional service — in creating and preserving wealth for his clients.
Away from the office
Outside of the office, Raed is active in the local community and participates in many civic and community organizations, including Leadership Pasco and the United Way of Pasco. In his spare time, Raed enjoys racing both cars and motorcycles.