Raymond James welcomes $1.1 billion advisor group in Arizona
ST. PETERSBURG, Fla. – Raymond James recently welcomed the team of three financial advisors and seven branch professionals at Pahnke Wealth Management Group of Raymond James to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Rick Sanchez, West Coast regional director for RJA.
Located in Scottsdale, Arizona, the group's advisors offer a combined 60 years of financial services industry experience and serve a variety of clients, from business owners to high-net-worth individuals and families. They include Glenn Pahnke, Ted Churchill and Austin Pahnke, CFP®. The team arrives from RBC Wealth Management where they managed more than $1.1 billion in client assets.
"The addition of this accomplished team further strengthens our advisor presence across the Western U.S., underscoring our ongoing efforts to attract top-tier professionals across the country who share our core values," said Sanchez. "Raymond James' commitment to equipping advisors with comprehensive resources and support while honoring their autonomy to prioritize client needs remains a compelling differentiator in our ability to attract top teams."
"We are thrilled to align with Raymond James, a firm that shares our unwavering commitment to service excellence while delivering insightful wealth management solutions that are custom-tailored for clients," said Glenn. "With the firm's robust platform, advanced technology and support, we are well positioned to continue our legacy of delivering high-quality investment solutions and elevating the day-to-day experience of our discerning clientele."
The advisors are joined by practice business manager Gretchen Forler, senior investment portfolio analyst Mark Ackel, investment portfolio associate Tracy Jenkins and client service associates Mona Johnson, Yolanda Rodriguez, Tracy Eckman and Kayvon Malaekeh, CDFA®, CPFA®. The group is supported by RJA's Scottsdale Gainey complex, led by complex manager Robert Burghart.
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 $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.
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.