Raymond James welcomes South Florida financial advisor managing $105 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Thera Elliott to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Elliott arrives from Wells Fargo, where she previously managed approximately $105 million in client assets. Operating as Elliott Wealth Strategies in Boca Raton, Florida, she is joined by office manager and sales assistant Joy Lynn McGarity. Together they serve a variety of clients, including business owners, healthcare professionals, women investors, retirees and families, with personalized planning to help meet their financial goals.
“Raymond James stands out in the industry for its distinguished reputation and client-first approach, which provides me with the freedom and flexibility to run my practice in a way that best suits my clients. In addition, its robust investment, banking, trust and insurance capabilities backed by a team of estate planning professionals can be highly beneficial to my clients and business,” said Elliott.
With nearly 20 years of industry experience, Elliott began her career in financial services and banking in 2006 and most recently spent 16 years at Wells Fargo, where she became a financial advisor. A Florida native, she is a graduate of Florida Atlantic University with a degree in accounting and 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 $1.42 trillion as of Feb. 29, 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. Elliott Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.