Raymond James welcomes North Carolina advisor managing $380 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Willard Causey to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Based in Durham, North Carolina, Causey Financial Group serves a variety of clients including business owners, healthcare professionals, families and those in or nearing retirement. Causey is joined by client service associates Margo Goehring and Amy Latta. Previously, they managed approximately $380 million in client assets at Edward Jones.
“I am forever grateful for the opportunities I’ve had during my nearly 20-year career so far. Raymond James, after much due diligence, offered my team and I the best combination of support, technology and independence. I believe this dynamic will be the ideal platform for me to serve my clients over the next two decades and beyond,” said Causey.
Causey offers more than 19 years of financial planning and wealth management experience gained at his previous firm. Causey was also a former general partner at Edward Jones, serving as a regional and area leader.
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.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Causey Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services.