Raymond James welcomes New Mexico financial advisor managing over $115 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Devona Benavidez, CFP®, CDFA® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Benavidez joins the team at ZeroThreeSixtyTM Wealth Partners in Albuquerque, New Mexico, along with branch associates Mackenzie Merony and Jacqueline Martinez. The group specializes in investment planning and discretionary portfolio management, with a focus on helping clients organize and execute their retirement income distribution strategies. Previously, they were affiliated with Wells Fargo where Benavidez managed more than $115 million in client assets.
“Raymond James enables me to run my business in an independent manner while helping to enhance client service with high-quality technology and back office support. It’s also important that, through this alignment, I have the freedom to prepare for the long-term future of my business with a succession plan of my choosing,” said Benavidez.
As co-branch manager, Benavidez brings more than 15 years of financial services industry experience. She is committed to continuous education as both a CERTIFIED FINANCIAL PLANNERTM professional and Certified Divorce Financial Analyst®.
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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.41 trillion as of Apr. 30, 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. ZeroThreeSixty Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.