Raymond James welcomes Alaska financial advisor with $145 million in client assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Kerri Willoughby to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Juneau, Alaska, according to Bill Counsman, Western division director for RJFS.
Willoughby is joined at her practice, Willoughby Wealth Partners, by office manager Katherine Erickson. Together they serve a variety of clients, among which are women investors, business owners and families, to provide comprehensive financial planning. Willoughby was formerly affiliated with Edward Jones where she managed nearly $145 million in client assets.
“My business is built on relationships. I have a passion for knowing my clients well and helping them establish financial plans to achieve their goals. Moving to Raymond James offers the autonomy that Alaskans are known for – providing clients with access to a diverse range of investments based on their individual values. As I look ahead, I’m excited for the opportunities that this transition presents for my team and clients. This environment will lead to efficiencies and allow us to focus on providing quality service,” said Willoughby.
Prior to founding Willoughby Wealth Partners, Willoughby began her financial advising career in 2008 at Edward Jones. She graduated from Vanderbilt University with a bachelor’s degree in civil engineering and later earned a master’s degree in environmental engineering from Michigan Technological University. While originally from Chicago, Willoughby has lived in southeast Alaska with her family for the past 19 years.
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 $1.21 trillion as of Nov. 30, 2022. Additional information is available at raymondjames.com.
© 2022 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Willoughby Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.