Raymond James welcomes $140 million financial advisor in Jacksonville, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Brian Chappell, AIF®, CRPSTM, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Jacksonville, Florida, according to Todd Gartrell, Southeast division director for RJFS.
Chappell is president of Speedwell Capital Group and is joined by branch professional Ian Atkinson in the transition from UBS Financial Services, where he managed nearly $140 million in client assets. The practice specializes in custom, personalized financial services for clients ranging from individuals to families to high-caliber institutions.
“Through this alignment with Raymond James, I’m able to structure and run my business, office and staff how I see fit, bringing service closer to my clients. I’m confident that this partnership will allow me to provide the right guidance and tailored strategies to clients in a more personal, effective way,” said Chappell.
In addition to his 20 years of experience at his previous firm, Chappell is committed to professional development and has earned both the Accredited Investment Fiduciary® and Chartered Retirement Plans SpecialistTM designations. He is an active member of his local community and serves on several boards of directors and committees, including volunteer work as a steadfast supporter of the ALS community.
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 $1.26 trillion as of Sept. 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. Speedwell Capital Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.