Raymond James welcomes multigenerational advisor team managing $290 million in Ohio
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Robert Bishop and Sarah Bishop Edwards, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Bill Theis, Mid-American regional director for RJA.
The father-daughter advisor duo operates as Bishop Edwards Wealth Management of Raymond James, located in Columbus, Ohio, and is joined by senior registered client associate Cindy Davis. The team arrives from Merrill Lynch, where they managed approximately $290 million in client assets. They will align with RJA’s Cleveland Columbus Complex, led by complex manager Amy Smart.
“We were attracted to Raymond James by its outstanding reputation for putting clients first. As a family team managing multigenerational wealth, we performed extensive due diligence to form a long-term partnership better aligned with this core value,” said Bishop, senior vice president, wealth management.
Bishop’s distinguished financial services career spans nearly four decades. He previously served at Merrill Lynch for 20 years. Before that, he was affiliated with Smith Barney and its predecessor firms. Bishop holds a Bachelor of Arts degree from Maryville College.
“We believe that our clients deserve high-quality service, and we’re confident that this affiliation will help us provide that,” said Edwards, first vice president, investments.
Focused on assisting affluent families and individuals in over 30 states build and preserve wealth, Edwards previously worked for eight years at Merrill Lynch. She is a CERTIFIED FINANCIAL PLANNERTM professional and earned her Bachelor of Arts degree and an MBA from Rollins College.
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.