Raymond James Expands with $1.1 Billion San Diego Advisors Team
Raymond James Welcomes New Advisors
Raymond James, a premier financial services firm, is excited to announce the addition of five experienced financial advisors from The Manning Companies (TMC) to its independent advisor channel, Raymond James Financial Services (RJFS). This strategic move marks a continuation of Raymond James' commitment to enhancing its wealth management capabilities, particularly targeting high-net-worth clients and retirement solutions.
The Manning Advisors Team
The team comprises accomplished professionals including Michael A. Manning, AIF, MBA; William B. Corder, AIF, CPFA; Roger D. Groves, CLU; Heather R. Nicholas, AIF, CLTC; and Richard Carlquist, CFP, AIF. Collectively, they have managed approximately $1.1 billion in assets while at Commonwealth Financial Network, showcasing their impressive credentials and commitment to providing exceptional service to their clients.
A Thriving Partnership
Michael Manning, the CEO of TMC, expressed his enthusiasm about the transition, stating, "After a thorough evaluation of potential partners, we identified Raymond James as the best fit for our clients. The firm’s independent broker/dealer reputation and advisor-centric model provide a robust platform that aligns perfectly with our vision. We are truly excited about this new chapter with Raymond James." This partnership reflects both organizations' shared values and dedication to client service.
Supportive Infrastructure
The transition is bolstered by TMC’s dedicated operational team, which includes Director of Operations Tina Emmet, Operations and Client Service Manager Camellia Perez-Hunter, and Office Manager and Marketing Coordinator Elizabeth Steffanic. Together, they oversee the group’s ten-member operations team, ensuring that the advisors will have the necessary support to thrive in this new environment.
Commitment to Client Service
Casey McGee, the Western assistant division director for RJFS, emphasized the value that TMC advisors will bring to Raymond James: "Welcoming TMC's advisors and associates is a privilege. Their extensive experience in retirement plan consulting and their steadfast client-first approach resonate with our own values. Coupled with the firm’s advanced technology and private wealth resources, we are confident they will maintain the high level of service that clients expect and deserve." This mutual commitment to client satisfaction is a cornerstone of both TMC and Raymond James.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS) is a respected financial services firm providing support to independent financial advisors across the nation. Established in 1974, RJFS offers a diverse range of investment and wealth planning services through its affiliate, Raymond James & Associates, Inc. Both firms are part of Raymond James Financial, Inc. (NYSE: RJF), a leading diversified financial services company with a solid presence in the United States, Canada, and beyond. As of recent reports, client assets managed by the firm approach approximately $1.69 trillion, underscoring its significant role in the financial landscape.
Conclusion
The arrival of TMC’s advisors at Raymond James signals an exciting development in the firm’s growth strategy. With their combined expertise and Raymond James’ exceptional resources, clients can look forward to an elevated standard of financial service and hands-on wealth management.
Frequently Asked Questions
What does the addition of these advisors mean for Raymond James?
The addition enhances Raymond James' wealth management services, particularly for high-net-worth clients.
Who are the advisors joining Raymond James?
The advisors are Michael A. Manning, William B. Corder, Roger D. Groves, Heather R. Nicholas, and Richard Carlquist.
What experience do these advisors bring?
The team collectively has managed around $1.1 billion in assets, showcasing their extensive experience in the field.
How does this partnership benefit clients?
This partnership allows for a broader range of financial services and enhanced client support through Raymond James’ resources.
What is Raymond James Financial Services known for?
Raymond James is recognized for supporting independent advisors and its commitment to client-centered financial solutions.
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