Raymond James welcomes Texas financial advisor managing nearly $115 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jimmie Simpson to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Simpson is the founder and president of White Buffalo Wealth in Willow Park, Texas, where he is joined by branch professionals Alma Castillo and Whitney Simpson. Together they provide comprehensive financial planning services to clients, which include business owners, corporate executives, families, non-profits and retirees. Simpson arrives from Edward Jones where he managed nearly $115 million in client assets.
“Our vision is to always provide a very high standard of service to our clients. We know that to achieve our vision, we need a firm that is committed to us and our clients, with robust capabilities, expanded service offerings and a strong technology platform. The long history of Raymond James and the culture of independence it’s embodied from the very beginning make us confident that the firm is the partner we need,” said Simpson. “We look forward to continuing to help clients steward their families, finances and organizations to be uncommon and make a difference for many years ahead with this new partnership.”
Since launching his financial services career in 2017, Simpson has gained the Certified Exit Planning Advisor® designation to provide specialized service to business owner clients. His professional experience is backed by a Bachelor of Business Administration degree from Hardin-Simmons University and a master’s degree from Baylor University.
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 $1.30 trillion as of Aug. 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. White Buffalo Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.