Raymond James welcomes $350 million financial advisor group in Clearwater, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Sydney Niewierski, Robert Chiavacci and John Odom to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Based in Clearwater, Florida, the group operates as Keybridge Wealth Management along with branch operations coordinator, Brittany Garris, and client service associate, Rachel Sweat. They offer guidance and prudent financial advice to clients, including business owners, corporate executives, families, women investors and corporate retirement plans. Previously, they were affiliated with Wells Fargo where they managed more than $350 million in client assets.
“Raymond James provides a high level of support and independence to help enhance our ability to serve our clients. We will have the complete freedom to advise clients how we see fit, knowing that our firm backs us in making recommendations based solely on what’s best for each client’s unique situation and objectives,” said Niewierski.
Niewierski is a managing partner at Keybridge Wealth Management and has more than 20 years of experience in the financial services industry. Prior to her affiliation with Wells Fargo Advisors, she started her career at A. G. Edwards in 2001. Niewierski is a CERTIFIED FINANCIAL PLANNERTM professional and holds a bachelor’s degree in finance from the University of South Florida.
“As an industry leader, Raymond James offers a vast array of investments and is nationally recognized for its equity research. We’ve gained direct access to professionals in various financial disciplines, giving us the tools to continue serving clients well for generations to come,” said Chiavacci.
Chiavacci brings more than 35 years of experience to his role as managing partner at the practice. He began his financial planning career at A.G. Edwards and spent the last 15 years at Wells Fargo. Chiavacci holds the CERTIFIED FINANCIAL PLANNERTM professional designation and a bachelor’s degree in business administration from the University of South Florida.
“With Raymond James, we can provide the financial services of the major Wall Street firms, while enjoying the accountability and personal guidance that comes from being with one of the largest independent firms in the country,” said Odom.
Odom offers his clients a decade of financial services experience, backed by his designation as a CERTIFIED FINANCIAL PLANNERTM professional. Prior to beginning his career in 2013 with Wachovia, a predecessor firm of Wells Fargo, he graduated from Florida State University with a master’s degree in economics.
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. Keybridge Wealth Management is not a registered broker dealer and is independent of Raymond James Financial Services.
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.