Raymond James welcomes experienced North Carolina advisor managing $120 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Matt Bennett to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Wilmington, North Carolina, according to Courtland Williams, Mid Atlantic regional director for RJA.
Bennett arrives from Morgan Stanley, where he managed approximately $120 million in client assets. He and senior registered client service associate Danielle Rich operate as Matt Bennett of Raymond James. They join RJA's Wilmington branch, led by branch manager David Thomas.
“The culture and technology offered at Raymond James provides the perfect environment for me to continue offering bespoke, high-quality financial strategies to my clients. The firm stands out for the independence offered to advisors and its steadfast focus on client needs, and I look forward to employing its resources to help surpass client goals,” said Bennett. “Overall, this transition aligns with my dedication to client success and delivering exceptional service.”
With over 25 years of experience in the financial services industry, Bennett began his career at Liberty Funds in 1998 and has worked at firms such as Merrill Lynch and Smith Barney. Most recently, he served at Morgan Stanley for over 15 years. His experience is backed by a bachelor’s degree in business management from the Massachusetts College of Liberal Arts.
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 $1.50 trillion as of Jul. 31, 2024. Additional information is available at raymondjames.com.