Raymond James welcomes Idaho financial advisor team managing over $470 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Larry Stucki, CRPC™, Brandon Peebles, CRPC™, CPFA, and Jake Waddoups, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Idaho Falls, Idaho, according to Michael O’Meara, Midwest regional director for RJA.
The team arrives from Merrill Lynch, where they managed approximately $479 million in client assets, and are joined by senior registered client service associates Carla Greenough and Shauna Misseldine. As Riverview Wealth Advisors of Raymond James, they serve families and individuals, retirees and business owners as a part of RJA’s Boise branch, led by complex manager Todd Lovell.
“This transition marks an important step in aligning our team’s values with a firm that prioritizes both client service and independence. A crucial factor in our decision was the ability to support our clients according to their needs and we found that the wealth management focus at Raymond James fosters a culture where this is emphasized,” said Peebles.
Peebles’ credentials include a bachelor’s degree from Brigham Young University, the Chartered Retirement Planning CounselorTM and Certified Plan Fiduciary Advisor professional designations. Prior to joining Raymond James, he began his career at Merrill Lynch in 2004 where he served for over 20 years.
“This alignment of values is key to both our team’s success and clients’ continued satisfaction, and we look forward to growing with a firm that prioritizes lasting relationships and exceptional client service,” said Stucki.
Stucki holds the Chartered Retirement Planning Counselor designation and a bachelor’s degree in business from Utah State University. In total, he brings over 27 years of financial services industry experience to his role as senior vice president of investments, most recently serving at Merrill Lynch for over two decades.
“The firm’s innovative resources and service-oriented culture empower our team to continue delivering the high-quality, personalized service our clients expect,” said Waddoups.
Waddoups brings over nine years of financial services industry experience to his role as vice president, wealth management. He began his career at Vanguard and most recently served clients at Merrill Lynch for seven years. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, his experience is backed by a bachelor’s degree in finance from Brigham Young University.
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.
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.