Raymond James welcomes West Coast advisor with more than $145 million in assets
ST. PETERSBURG, Fla. – Raymond James continues its expansion in the West, recently welcoming financial advisor Kyle Roulet to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Folsom, California, according to Bill Counsman, director for the RJFS Western division.
As managing partner at R6 Wealth Partners, Roulet serves select families, business owners, corporate executives, retirees and captive insurance holders with highly customized financial plans and strategies. His team includes client service administrator, Nancy Rhea, and client service associate, Logan Roulet-Disalvo. He arrives from Edward Jones where he previously managed more than $145 million in client assets.
“My team and I have been searching for the right strategic partner for several years and are very excited to partner with Raymond James. The firm offers the flexibility our team is looking for as we move forward with our practice, and the services and support we need to help meet our clients’ financial goals. I am confident that Raymond James is the perfect fit for the future of our business,” said Roulet.
Roulet began his financial advising career more than 17 years ago with AG Edwards and Sons, which later became Wachovia Securities. He then transitioned to Edward Jones in 2009. Roulet’s professional experience is backed by his designation as an Accredited Asset Management SpecialistTM and a Bachelor of Arts from the University of California at Santa Barbara.
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 $1.23 trillion as of May 31, 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. R6 Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services.