Raymond James welcomes $450 million advisor team in Winter Park, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jesse Anderson, Christopher McKelvey and Anthony Gilotti to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
As Anderson McKelvey Group in Winter Park, Florida, the advisors are joined by client service associates Sharon Bhowanidin and Gladys Green, and branch operations coordinator Brandon Matadin. Together, they serve a variety of clients including families, retirees, business owners and corporate executives in the aerospace and defense industry with a comprehensive and detailed approach to help advance their financial goals. The team arrives from Merrill Lynch, where they managed more than $450 million in client assets.
“Our team conducted tremendous due diligence to determine where we can best serve the families who have entrusted us with their wealth. We feel that Raymond James has the perfect combination of large firm resources with small firm independence. Once we explored the firm’s culture and capabilities, the decision became an easy one. Since we made the move, the wisdom of our choice has been reinforced on a daily basis. We couldn’t be happier with our decision,” said Anderson.
As a founding partner of the practice, Anderson brings over two decades of experience since launching his advising career at Morgan Stanley in 2001. He is a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Financial Analyst® and Certified Investment Management Analyst®. A graduate of the University of Central Florida, Anderson holds a bachelor’s degree in business administration.
McKelvey, a founding partner alongside Anderson, has served clients since beginning his financial services career in 2011 at Morgan Stanley. He holds the CERTIFIED FINANCIAL PLANNERTM professional designation in addition to a Bachelor of Arts degree from the University of West Central Florida.
Gilotti recently joined the advisor team in 2022. A Florida native, he graduated from Stetson University with a bachelor’s degree in business administration.
“I’m pleased to welcome the team of talented advisors and professionals at Anderson McKelvey Group to Raymond James. We are committed to continuing to attract and retain seasoned practices like theirs who are aligned with the firm’s values and service-oriented culture,” said Gartrell.
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 $1.38 trillion as of Jan. 31, 2024. 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. Anderson McKelvey Group 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
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