Raymond James welcomes financial advisor managing nearly $120 million in Washington
ST. PETERSBURG, Fla. – Raymond James continues its growth in the West as it welcomes financial advisor Greg Herrling to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Bellingham, Washington, according to Bill Counsman, director for RJFS Western division.
As owner of Chuckanut Financial Services, Herrling provides financial planning services to his clients which include families, women investors, individuals with sudden wealth and those in or nearing retirement. He is joined at the practice by registered client associate Toni Swanson. They were previously affiliated with U.S. Bancorp Investments where they managed approximately $120 million in client assets.
“Raymond James is a wealth management firm that prioritizes its clients and equips me with the necessary tools, strategies and resources to enhance my practice. They empower advisors to function autonomously and cater to clients in the most appropriate manner. Additionally, the support provided by Raymond James before, during and after the transition continues to be exceptional and of high quality,” said Herrling.
Herrling is a CERTIFIED FINANCIAL PLANNERTM professional and began his career in financial services in 2003. He spent the last 13 years at U.S. Bancorp Investments. A graduate of Oregon State University, Herrling holds a degree in psychology.
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 $1.20 trillion as of Feb. 28, 2023. 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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Chuckanut Financial Services is not a registered broker dealer and is independent of Raymond James Financial Services.