Raymond James welcomes Kentucky advisor managing over $400 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Carol Heil, CIMA®, CPFA™, CRPC™, SE-AWMATM, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Louisville, Kentucky, according to Amy Smart, Mid-American regional director for RJA.
Heil arrives from Merrill Lynch, where she managed over $400 million in client assets. She leads Heil & Associates Wealth Management of Raymond James and is joined by senior registered client relationship associate Whitney Woodford and senior client service associates Brody Heil and Kathleen McConnell. As part of RJA’s Louisville branch, led by branch manager Richard Paris, they provide sophisticated financial guidance to families and individuals, retirees and sudden wealth clients. Division sales manager Nancy Olzack supported the team’s transition.
“I couldn’t be more excited to partner with Raymond James, where I have found an exceptional wealth management services firm that provides me the autonomy to service my clients based solely on their best interests and unique needs. I am eager to offer much deeper financial planning in addition to cutting edge technology,” said Heil. “I am amazed at the warm, family-like environment found here along with extremely responsive professionals in the home office.”
Heil brings almost three decades of financial services industry experience to her role as managing director. She began her career at Merrill Lynch, where she served for 28 years until her transition to Raymond James. Heil received her undergraduate degree and MBA from Bellarmine University and holds the Certified Investment Management Analyst®, Chartered Retirement Planning Counselor™ and Sports and Entertainment-Accredited Wealth Management Advisor™ professional designations.
“We are pleased to welcome Carol and team to RJA’s Northeastern division,” said Smart. “She has been a seamless addition to our firm’s culture, and we look forward to attracting more like-minded teams to the firm.”
“I am excited and honored to welcome Carol and team to Raymond James,” said Olzack. “Her passion and commitment to excellence align with Raymond James’ ethos, and I am confident they will have an incredible impact on their clients and our firm.”
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 Oct. 31, 2024. Additional information is available at raymondjames.com.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.