Raymond James welcomes Colorado advisor group with $200 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Mark Anderson CFP® and Tiago Lima CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Colorado Springs, Colorado, according to Kirk Bell, Central division director for RJFS.
As Sovereign Wealth Strategies Group (SWSG), the team provides sophisticated wealth management to support the individual needs of their clients, which include military service members, veterans and their families in addition to business owners, corporate executives and retirees.
Anderson and Lima are joined by eight planners and associates, including Erika Conaway, Nick Rodriguez CFP®, Amy Crispino CFP®, David Waters, David Slivka, Kyle Flinton, Hannah Bush and Kendra Zerr. Previously, the group managed approximately $200 million in client assets at Northwestern Mutual.
A partner at SWSG, Anderson brings 10 years of experience as founder of his former practice, Anderson Wealth Management, at Northwestern Mutual. Prior to his career in finance, Anderson was commissioned as an Army officer through the Gonzaga University ROTC program and later transferred to the Army Engineer Corps. A graduate of Whitworth University, he earned a degree in economics and business finance. Anderson holds several professional credentials including CERTIFIED FINANCIAL PLANNERTM professional, Chartered Financial Consultant®, Chartered Life Underwriter® and Retirement Income Certified Professional®.
“We are excited about this partnership with Raymond James which is based in large part on our shared values, particularly our mutual emphasis on integrity which is integral to our team. That alignment will enable us to continue developing meaningful planning relationships with our clients,” said Anderson.
Lima, who also serves as a partner at SWSG, offers a decade of industry experience gained in a variety of roles at Northwestern Mutual, most recently as Director of Investments and Wealth Management Advisor at Anderson Wealth Management. He is a graduate of The American University with a bachelor’s degree in law and society. Lima’s commitment to ongoing professional education has also earned him CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant® and Retirement Income Certified Professional® designations.
“We are excited to utilize the turnkey investment platform that Raymond James offers, paired with its agnostic approach towards products. This environment will allow us to continue to focus on and strive to provide world-class service to our clients,” said Lima.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.09 trillion as of Sept. 30, 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.