Raymond James welcomes financial advisor managing $123 million in Abilene, Texas
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor John Willey to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Willey arrives from Edward Jones, where he previously managed approximately $123 million in client assets. As founder of VistaCrest Financial based in Abilene, Texas, Willey is joined by client specialist Meagan Noles. He provides personalized investment services and guidance to a variety of clients including families, business owners, individuals with sudden wealth and those in or nearing retirement.
“Affiliation with Raymond James allows me to provide more diverse planning services and offer my clients access to advanced investment, insurance and banking options. I’m confident that the resources and support the firm offers will help bring clarity to my clients’ financial concerns to ultimately assist them in achieving their goals,” said Willey.
Willey launched his career in the financial services industry at Goldman Sachs, Nationstar Mortgage and PrimeLending before becoming a financial advisor at Edward Jones in 2018. He is committed to continuous education and has earned the CERTIFIED FINANCIAL PLANNERTM professional designation, as well as the Chartered Financial Consultant® and Certified Exit Planning Advisor designations. Willey graduated from the University of Texas at Austin with a bachelor’s degree in business administration.
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 $1.37 trillion as of Dec. 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. VistaCrest Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.