Raymond James Welcomes $119 Million Advisor in Alpharetta, Georgia
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Timothy “Tim” Holcombe, CFP®, to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in Alpharetta, Georgia, according to Dick Ferguson, Southern division director for RJA.
Holcombe, a Certified Financial Planner™, joins Raymond James from UBS, where he previously managed approximately $119 million in client assets. Also joining him at RJA is his son, Perry Holcombe, who is a trainee in the firm’s Advisor Mastery Program. The father-son duo operates as Holcombe Wealth Management.
“Raymond James understands that no one knows the client better than the advisor,” said Tim. “The advisor-client relationship is a longstanding one, and they do everything they can to enhance that relationship. From the Bill of Rights for clients and advisors, to the tools and resources they provide, Raymond James is like a team member with me in helping my clients meet their goals.”
Tim has more than 26 years of experience in the financial industry, having started his career at First Investors Corporation, and later working at Merrill Lynch. Prior to joining Raymond James, he worked as a financial advisor at UBS for nearly 10 years. He earned his bachelor’s degree from the University of Georgia and a master’s degree in personal financial planning from Georgia State University.
Perry began his financial services career in 2018 after completing his bachelor’s degree in financial planning from the University of Georgia. Perry is participating in Raymond James’ Advisor Mastery Program, the firm’s holistic new advisor training program.
“I am pleased to welcome Tim and Perry to the firm,” said Ferguson. “Raymond James continues to be a destination for exceptional advisors in the Southeast, and we look forward to partnering with them as they grow their business.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,800 financial advisors in 3,100 locations throughout the United States, Canada and overseas. Total client assets are $790 billion. Additional information is available at raymondjames.com.