Raymond James welcomes Georgia financial advisor with $130 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Craig Carroll, CFP®, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Carroll joins the established advisor group at CoWealth Advisors in Newnan, Georgia, where the team specializes in providing clients with personalized retirement strategies, investment management, estate and generational planning. He arrives from Edward Jones and previously managed approximately $130 million in client assets.
“My decision to join Raymond James was significantly influenced by the firm’s exceptional culture and unwavering commitment to providing comprehensive investment options for clients. To truly serve our clients, robust back-office support and innovative technology are essential and Raymond James excels in both areas, ensuring we deliver a high level of service and expertise,” said Carroll. “Additionally, the firm’s structure allows me to operate proactively, tailoring strategies to meet the unique needs of each client.”
Since launching his financial services career in 2019 at Edward Jones, Carroll has earned both the CERTIFIED FINANCIAL PLANNER® and Accredited Asset Management SpecialistTM professional designations. A Georgia native, he is also a graduate of Southern Polytechnic State University.
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 $1.57 trillion as of Sept. 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. CoWealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
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® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.