Raymond James welcomes financial advisors managing $150 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kenneth Buckner and Ryan Tankelewicz to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
As Buckner Wealth Management in Cary, North Carolina, the advisors provide comprehensive financial planning to a variety of clients with a focus on pre-retirees, business owners, families and healthcare professionals. They arrive from Edward Jones where they managed approximately $150 million in client assets.
“Raymond James offers the advanced technology and products, plus the autonomy required, to help enhance and grow the practice. Also, by pairing with Ryan as a next-generation advisor, I’m confident that he can help carry out our long-term business plan and provide our clients with the steadfast service they deserve for decades to come,” said Buckner.
Buckner brings more than 14 years of financial services experience to his role as president of the practice. In addition to his professional experience, he holds a degree in business administration from Western Carolina University.
A North Carolina native, Tankelewicz launched his financial services career in 2022 after graduating from the University of North Carolina at Greensboro with a bachelor’s degree in finance.
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. Buckner Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.