Raymond James welcomes Colorado advisory group managing over $300 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed Garrison Financial Group, operated by financial advisors Craig Garrison, Timothy Hall, CFP®, and Matthew Strelau, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Based in Littleton, Colorado, Garrison Financial Group is supported by investment broker, Andrew Ekberg, MBA, client service associates Emily Gabriel, McKell Gurewitz, Misty Cummins, Andy Hackard, Jared Espinoza and Kate Kaye, and marketing consultant Katie Cline. Together, they are committed to “Bringing Your Legacy to Life” for clients ranging from business owners and corporate executives to families, pre-retirees and retirees. The group arrives from Northwestern Mutual, where they managed more than $300 million in client assets.
“We are thrilled to join Raymond James, a firm that aligns perfectly with our core values and commitment to our clients. Our clients' financial well-being has always been our top priority, and this move reinforces our ability to provide the sophisticated, personalized financial planning they deserve,” said Garrison.
As founder, Garrison brings more than 19 years of experience as a financial advisor in addition to serving as a public accountant at the beginning of his career. Garrison attended the University of Maryland, where he received a bachelor’s degree in accounting.
“With Raymond James, we have found a partner that shares our dedication to holistic financial planning and our fiduciary responsibility. Its cutting-edge resources and client-first philosophy empowers us to deliver even greater value and comprehensive financial strategies,” said Hall.
Hall serves as partner at the practice and offers 15 years of industry experience. He is committed to fiduciary standards as a CERTIFIED FINANCIAL PLANNER® professional. A graduate of Virginia Tech, Hall also holds a bachelor’s degree in financial planning.
“I’m pleased to welcome the talented team at Garrison Financial Group to Raymond James. Together they exemplify the core values that guide the firm, making for a natural alignment,” said Bell. “Our expanding footprint is reflective of Raymond James’ ability to offer the resources and support of a large, national firm combined with a boutique firm culture.”
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 $1.50 trillion as of Jul. 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. Garrison Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.