Raymond James welcomes $2.9 billion advisor team in Virginia
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of 17 financial advisors and professionals in Reston, Virginia, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Kelly Anderson, Northeast regional director for RJA.
“For this highly respected and experienced group to join Raymond James is a testament to our shared values and vision and their resounding confidence in the firm’s unique advisor offerings and client focused culture,” said Tash Elwyn, president and CEO of RJA. “Raymond James’ value proposition of providing a world-class suite of services, products and integrated technology, alongside a culture of uncompromising independence, has continued to appeal to advisors across a wide spectrum of size and scope. We welcome this distinguished group of advisors and professionals with open arms.”
Operating as The Wise Investor Group® of Raymond James, the Washington, D.C. area advisor team previously managed $2.9 billion in client assets at Baird. They include Simon Hamilton, Gregory Smith, CFP®, ChFC®, CPWA®, CTFA, David Mount, Ann Summerson, CFP®, Chase Hinderstein, Matthew Anderson, CFP®, ChFC®, CLU®, Chris Aime, CFP® and Nicholas Sorden.
Alongside the financial advisors are portfolio analysts Edward Holton, Kevin Haddon and Vasilios Rajendra; sales associates Matias Rodlauer, Heather Phelps, Angie Miller and Abel Chavez Lopez; and branch operations specialists Tamara Burkhalter and Brendan ”Joe” Hamill. The group is supported by RJA’s Chesapeake Complex, led by complex manager Warren Wright, and serves a unique client base that includes a mix of business owners, executives, retirees, families and individuals.
“After considerable thought, planning and months of due diligence, our team wholeheartedly felt Raymond James offers the best opportunity to enhance what we can accomplish together with our clients,” said Hamilton, managing director and portfolio manager. “The firm has a long history of putting clients first and is equipped with a breadth of resources – from sophisticated wealth planning expertise to forward-looking technology. As we look ahead, we’re certain this decision will allow our group to continue to evolve and thrive throughout this new chapter.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.16 trillion as of Aug. 31, 2022. Additional information is available at raymondjames.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. .
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.