Raymond James welcomes Louisiana advisor group managing half a billion dollars in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of five financial advisors and two branch professionals in Slidell, Louisiana, to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Chris Davitt, Western Gulf regional director for RJA.
Operating as Meyer Rotolo Wealth Management of Raymond James, the team's advisors include John W. Meyer, CFP®, Kevin Rotolo, CPFA®, Don Gallaty II, CPFA®, David Jacob Indest, CPFA®, and Chad P. Dusang, CPFA®. They arrive from Merrill Lynch, where they managed over $500 million in client assets.
Together with senior client service associates Dianne Rovira and Teresa Casey, the group provides personalized advisory services to clients, from business owners to non-profits and individuals preparing for or living in retirement. They join RJA's Louisiana Complex, led by complex manager Jude Huval.
"Raymond James grants us the invaluable freedom to seek and serve clients as we see fit, ensuring that our guidance remains solely based on the best interest of their unique financial goals," said Meyer, managing director.
"We immediately recognized and were drawn to Raymond James' seasoned leadership and their unwavering commitment to advisor support. The level of expertise across functions of the firm is exemplary and not only aids us in serving our clients but will bring measurable efficiencies to our daily operations," said Rotolo, first vice president, investments.
"We are delighted to welcome the experienced advisors and professionals of Meyer Rotolo Wealth Management as they join Raymond James," said Davitt. "I am confident that they will fully embrace the wealth of offerings provided by the firm, from technology to tailored support, as they expand their practice and persist in aiding their clients on their journey toward financial freedom."
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 $1.30 trillion as of Aug. 31, 2023. Additional information is available at raymondjames.com.
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.