Raymond James welcomes $140 million advisor group to growing Corporate RIA model
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Reg Aldrich, Levi Wade, Derek Williams and Matt Powell to its growing Corporate RIA affiliation model within Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS. Through the Corporate RIA, Raymond James Financial Services Advisors, Inc., fee-only Investment Adviser Representatives (IARs) offer comprehensive wealth management services to clients backed by the firm’s robust infrastructure of resources and support.
Together the advisors are founding partners of True Harvest Wealth Management and are joined by client service managers Courtney Benitez and Karen Lunde. Aldrich and Wade operate from offices in Oklahoma City, Oklahoma, while Williams and Powell have offices in Eagle, Idaho and Colorado Springs, Colorado, respectively.
The group provides sophisticated wealth management to a range of clients, serving business owners, non-profits, corporate retirement plans and individuals in or nearing retirement. They previously managed relationships for approximately $140 million in client assets through Country Capital Management Company and Country Trust Bank.
Aldrich offers clients more than a dozen years of industry experience since joining Country Capital Management Company in 2010. An Oklahoma native, he is a graduate of the University of Central Oklahoma with a Bachelor of Business Administration degree.
Wade’s finance career spans nearly two decades spent at his previous firm. He holds CERTIFIED FINANCIAL PLANNERTM designation through the College for Financial Planning. Also originally from Oklahoma, Wade earned his bachelor’s degree in finance from the University of Oklahoma.
Since joining his previous firm in 2007, Williams has gained nearly 15 years of experience advising clients. He is a Chartered Financial Consultant® and holds a Bachelor of Science degree in business management and human resources management from Portland State University.
“We were in search of a partnership to help our clients flourish in today’s complex and global economic environment. The ability to create a space of independence at Raymond James with its client-first mentality positions us to excel in our value proposition; To provide holistic wealth management centered around our clients. We are grateful for this partnership as it enables us to help our growing and diverse client base reap, as our name states, a true harvest,” said Powell.
Powell also brings nearly two decades of financial experience, having joined Country Capital Management Company in 2005. He is a CERTIFIED FINANCIAL PLANNERTM professional as well as a Chartered Financial Consultant®, designations he received through study with American College. A graduate of Olivet Nazarene University, Powell holds a bachelor’s degree in business.
“We’re delighted to welcome the talented advisors and their team at True Harvest Wealth Management to Raymond James. I’m pleased the Corporate RIA affiliation option works well for their business objectives, I expect it will continue to be an attractive option for high-caliber advisors seeking to build an independent practice supported by the breadth of resources available from a global wealth management firm,” said Scott Curtis, Private Client Group president.
About Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc., the firm’s Corporate RIA, was introduced in 2022 to offer full-service support and resources to exclusively fee-based practices led by Investment Adviser Representatives (IARs). Within the Corporate RIA, fee-only IARs operate as independent contractors without the need to establish and manage an independent RIA. As part of the AdvisorChoice® affiliation platform, advisors gain full access to the firm’s infrastructure of advisor services including comprehensive wealth management resources, integrated technology platform, strategic and creative marketing and succession planning consulting.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. True Harvest Wealth Management is separately owned and operated, and not independently registered as an investment adviser.
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.