Raymond James welcomes Florida advisor managing $100 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Michael Kennedy to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Kennedy is the founder of Horizon Wealth Planning, named for its commitment to understanding a client’s entire horizon beyond investment management, including each client’s own personal story and personality type with money. He is joined by client service associate Renee Blackwelder at the team’s office in Winter Haven, Florida. Kennedy arrives from Edward Jones, where he previously managed nearly $100 million in client assets.
“The longstanding history, strong reputation and impressive support team at Raymond James make it the ideal partner for our practice. I believe in digging deep with clients to learn about their history and relationship with money to tailor an approach that fits their personal story and goals. So having the support to build and run the business based on our clients’ needs is crucial,” said Kennedy.
Kennedy began his career in financial services in 2009 and spent 14 years at Edward Jones. A Florida native, he graduated from the University of Florida with a bachelor’s degree in finance.
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 $1.24 trillion as of Oct. 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. Horizon Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.