Raymond James welcomes New England advisor team with over $250 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors James “Jim” Reynolds, CRPCTM, and Joseph “Joe” Andrews, CFP®, CRPCTM, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Worcester, Massachusetts, according to Kelly Anderson, Northeast regional director for RJA.
The advisor duo operates as Reynolds Andrews Wealth Advisors of Raymond James and are joined by senior client service associate Elizabeth Garrido. As part of RJA’s New England Complex, managed by Bill Drew, the team offers sophisticated wealth management strategies tailor-made for their clients, which include business owners, families and individuals living in or planning for retirement. The advisors previously managed more than $250 million in client assets at Merrill Lynch.
“Raymond James stood out to us due to its exceptional reputation and strong client focus. We were particularly drawn to the fact that it is a specialized wealth management firm that is the perfect size for our needs. Moreover, we appreciate the firm’s dedication to providing advisors with the latest technology, resources and support to enhance productivity and increase advisor autonomy,” said Reynolds, senior vice president, wealth management.
Reynolds has spent over 22 years helping his clients pursue their financial goals. He began his financial services career at UBS Financial Services and later served in advisor positions at Quick & Reilly and Bank of America before transitioning to Merrill Lynch in 2009. Reynolds holds the Chartered Retirement Planning Counselor™ designation.
As senior vice president, wealth management, Andrews brings nearly two decades of personal finance and investment planning experience to the firm. He got his start at Quick & Reilly and Bank of America in 2004 and transitioned to Merrill Lynch in 2009. Andrews is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Retirement Planning Counselor™ designation. Additionally, he earned a degree in marketing and economics from Assumption University.
“Our sustained recruiting success can be directly linked to the renowned reputation of Raymond James and the firm’s emphasis on the client-advisor relationship, combined with leading resources, support, and innovative technology,” said Drew. “We are delighted to have Jim, Joe, and Elizabeth join the New England Complex and look forward to seeing the impact of the change for their practice and the clients they serve.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary 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 $1.22 trillion as of March 31, 2023. Additional information is available at raymondjames.com.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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.
CRPCTM and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.