Raymond James welcomes $900 million advisor team in St. Petersburg, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed the team of four financial advisors and three branch professionals at Lelekis, Ellis, Kilczewski Private Wealth Management Group of Raymond James to Raymond James & Associates (RJA) – the firm's employee advisor channel – in St. Petersburg, Florida, according to Tim Killgoar, Florida regional director for RJA.
The team managed over $900 million in client assets at Wells Fargo Advisors and collectively offers clients more than a century of financial services industry experience. They include advisors Emmanuel Lelekis, CFP®, RICP®, CPWA®, Sharon Ellis-Champagne, CFP®, Brian Kilczewski and Chadd Eaton, CRPC™, as well as client service associates Maria Bollo, Tanya Schiller and Katherine Robertson.
"We are thrilled with the remarkable recruitment momentum within the firm's Private Client Group," said Killgoar. "It is a pleasure to welcome this exceptionally talented team. We have the utmost confidence that they will continue their stellar track record of success and unwavering commitment to client service as integral members of RJA's Carillon branch."
The group will operate from Raymond James' corporate headquarters as part of RJA's Carillon branch, led by branch manager Paul Manfrey, ChFC® and Tampa Bay complex manager Michelle Lynch.
"Our focus remains centered on positively impacting our clients and their financial well-being. We are excited to align with a firm that shares our focus and deep commitment to our community — there's no substitute for a strong culture," said Lelekis.
"Aligning with Raymond James has empowered us to take our client service focus to an even higher level," said Ellis-Champagne. "A pivotal aspect of client service is having access to the right resources, both in breadth and depth. We're fortunate to have gained the technology, resources and support of one of the nation’s preeminent financial services firms, conveniently located right here in our backyard."
"Partnering with a firm that’s primary focus is wealth planning was a pivotal consideration in our decision-making process,” said Kilczewski. “Notably, at Raymond James, the bank is a resource for advisors and their clients, a key differentiator in our industry."
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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 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.