Raymond James welcomes $331 million team in The Villages, Florida
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Marc Hallick, Romain Spell, LL.M., AAMS®, Tyler Jackson and Andrea Patrick, CRPC®, to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in The Villages, Florida, according to Patrick O’Connor, Florida regional director.
Joining the four advisors at Raymond James are senior registered client service associate Nancy Tush, senior client service associate Dody Davison, and marketing associates Teresa Davis and Marilyn Mayfield. The team operates as Precision Wealth Management of Raymond James and joins from Wells Fargo, where the advisors previously managed approximately $331 million in client assets and had over $2.5 million in annual production. Together, the group serves a variety of clients, including high-net-worth individuals, business owners and retirees.
“The Precision Wealth Management team is an exceptional group whose client-first values align with those of Raymond James,” said O’Connor. “We are excited to welcome them within the fast growing market of The Villages and are pleased that the combination of support, freedom and resources offered at Raymond James attracted them to the firm.”
“After conducting thorough due diligence and evaluating several firms, it became apparent that there was only one firm where our whole team agreed we would be happy and be able to serve our clients as we wish and as they deserve,” said Hallick, managing director and senior vice president, wealth management. “And that firm was unquestionably Raymond James. The firm’s warm and welcoming atmosphere, its client-first culture and independent values aligned so well with our own, it was an easy decision. We were also impressed with the amount of choice and flexibility Raymond James gives advisors, both in how we choose to affiliate and how we run our practice.”
Hallick began his financial services career in 2003 with Morgan Stanley and in 2005 moved to Wachovia, which became Wells Fargo. He graduated from Central Florida Community College with an associate’s degree in business administration and from the University of Florida with a bachelor’s degree in decision and information sciences. In 2018, Hallick, 39, was recognized as one of America’s “Next Gen” Wealth Advisors* by Forbes/Shook Research, and was also ranked No. 31 on the Forbes/Shook Best-in-State Wealth Advisors** list for Florida.
Spell, first vice president, wealth management, began his financial advisory career with Edward Jones in 2009, moving to Wells Fargo in 2014. Earlier, he spent five years in the Navy, three of which he served as a U.S. Navy Corpsman with the 3rd Battalion 3rd Marines. He then earned a bachelor’s degree in political science cum laude from Valdosta State University, and a master’s degree in international taxation from St. Thomas University College of Law. Spell is also an Accredited Asset Management SpecialistSM having completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues.
Jackson, vice president, wealth management, began his financial services career with Wells Fargo in 2002 as a private banker serving high-net-worth clients, and then joined the team in 2012 as a financial advisor.
Patrick, assistant vice president, wealth management, began her career in 2002 with Wachovia as a teller manager and was promoted to registered financial specialist in 2007. She became a private banker in 2010 with Wells Fargo in The Villages, and in 2015 transitioned to become a financial advisor. She is a graduate of Lake Sumter State College with a business administration degree and also earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Tush, Davison, Davis and Mayfield round out the team and each brings extensive financial services support and marketing experience gathered at Wells Fargo and prior firms.
*SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying clients objectives and lack of audited data. Out of 21, 138 advisors nominated by their firms, 2,213 received the award. Neither Forbes, nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Forbes or SHOOK Research.
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 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $796 billion. Additional information is available at www.raymondjames.com.