Raymond James welcomes Arizona advisor team managing $250 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Ali Rustempasic, AAMS®, Yamen Fellah and Wyatt McRae to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, director for the RJFS Western division.
The advisors join the team at SilverTree Wealth Partners, establishing a new office in Tucson, Arizona. Together they provide personalized wealth management and financial planning to their clients, which include business owners, corporate executives, families and individuals in or nearing retirement. They were previously affiliated with Edward Jones where they managed more than $250 million in client assets.
“We were drawn to Raymond James for its culture of independence, the freedom to put clients first and its advanced planning tools and forward-thinking technology,” said Rustempasic.
Rustempasic has 12 years of industry experience as a financial advisor and limited partner at Edward Jones, where he served in leadership positions at the local and area level. He has earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning.
“Raymond James provides an open architecture with relevant resources to help me deliver personalized service that is designed to take clients through guided transformations,” said Fellah.
Since 2010, Fellah has served clients as a financial advisor, first at Merrill Lynch and then Edward Jones. He holds a bachelor’s degree from the University of Arizona and is a member of the Community Foundation of Southern Arizona investment committee.
“The Raymond James values and philosophies are similar to mine – to help each person with thoughtful financial planning and strategies to see them through life’s most important milestones,” said McRae.
McRae joined Edward Jones in 2009, serving as a financial advisor, field trainer, level leader, service specialist and a participant of the growth team. He graduated from the University of Arizona with a Bachelor of Science in molecular and cellular biology.
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 $1.28 trillion as of June 30, 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. SilverTree Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with the Community Foundation of Southern Arizona investment committee.