Raymond James welcomes experienced Indiana advisor group managing over $250 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Bryan Burkhart, AAMSTM, Gretchen Burkhart and Gabriele Burkhart to Raymond James Advisor Select within Raymond James & Associates (RJA) – the firm's employee advisor channel – in Sullivan, Indiana, according to Amy Smart, Mid-American regional director for RJA.
The team is joined by senior client service associate Lisa Chastain and client service associate Megan Simpson, and arrive from Edward Jones, where they managed over $250 million in client assets. As Burkhart Wealth and Retirement of Raymond James, they serve healthcare professionals, business owners, pre-retirees and retirees as a part of RJA’s Evansville branch, led by branch manager Timothy Gunn.
“Raymond James empowers us to operate our business independently while enhancing client service through innovative technology and back-office support. What truly distinguishes Raymond James is the autonomy it provides, allowing us to craft a succession plan that aligns with our long-term vision,” said Bryan Burkhart. “Joining Raymond James has offered the perfect blend of independence and robust resources, making it an exceptional fit for both our clients and our practice.”
Bryan Burkhart holds the Accredited Asset Management SpecialistTM designation and an undergraduate degree in business administration from the University of Southern Indiana. Burkhart began his career in 1993 at Edward Jones where he served clients for over 30 years.
About Raymond James Advisor Select
Advisor Select was introduced by Raymond James & Associates in 2004 to offer financial advisors a unique, turn-key platform that provides many of the benefits of independence, but without some of the administrative burdens associated with being fully independent. Advisor Select advisors have the freedom to select their office location, the ability to determine support personnel needs and compensation, and significant ownership and control over their branch’s P&L; Advisor Select advisors also have access to Raymond James’ full offering of employee benefits as well as the firm’s back office support services such as accounting, financial reporting and human resources.
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 $1.54 trillion as of Aug. 31, 2024. Additional information is available at raymondjames.com.