Raymond James welcomes Indiana advisor team with $335 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Nate Pendill, AAMSTM and Benjamin “BJ” Pendill, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
Pendill Wealth Management has offices in both Bloomington and Mooresville, Indiana, where the advisors are joined by branch office manager, Karen Brooks, and client service associates Denise Aspin, Leigh Ann Perdue and Rebekah Pendill. They serve clients ranging from business owners and farm families to those preparing for or currently in retirement. Previously, the team was affiliated with Edward Jones where they managed approximately $335 million in client assets.
“After extensive due diligence, we were drawn to Raymond James for its culture of independence. We believe that this partnership will provide the best opportunity for us to serve our clients’ unique needs and objectives how we see fit,” said Nate.
As a co-founder of Pendill Wealth Management, Nate offers over 22 years of financial advising experience. He began his career at Edward Jones in 2001 and has since earned the Accredited Asset Management SpecialistTM professional designation. A graduate of Indiana University, Nate holds a bachelor’s degree in business marketing.
“Raymond James offers extensive financial planning resources and advanced technology, which I was attracted to for the benefits they can bring to the families we serve,” said BJ.
BJ, a co-founder of the practice, is a 21-year industry veteran and also launched his career at Edward Jones. He is a CERTIFIED FINANCIAL PLANNERTM professional and earned a Bachelor of Science in business from Indiana University’s Kelly School of Business.
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 $1.31 trillion as of July 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. Pendill Wealth Management is not a registered broker dealer and is independent of Raymond James Financial Services.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
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.