“Andrew and I always had basketball in common. We both played in college for ranked teams that made the NCAA tournament, and we were both named our team’s captain senior year. I witnessed early on qualities I knew made Andrew well-suited for this business. And Andrew watched as I built a successful advisory practice, so I always was hopeful he might want to follow in my footsteps. But it wasn’t until Raymond James that it even became an option.”

Matt Madlinger
Managing Director and Client Advisor

Andrew Madlinger, CFP^®, CIMA^®
Client Advisor

Madlinger Wealth Management of Alex. Brown
New York, New York
Affiliation: Alex. Brown (employee channel)
Pictured left to right: Matt and Andrew

“We have always felt that Raymond James was guiding us through the succession process, not just making decisions for us. The firm also provides things that can be implemented years before a succession plan is put into place, such as catastrophic planning and team planning.”

Glenda Suchy, CFP^®, CRPC^®
Managing Director, Senior Vice President of Investments and Financial Advisor

Brent Suchy, AIF^®, CRPS^®
Associate Vice President of Investments and Financial Advisor

The Suchy Team of Raymond James
Tulsa, Oklahoma
Affiliation: Raymond James & Associates (RJA, employee channel)
Pictured left to right: Courtney Hoffman, Brent, Glenda, Anthony Allen, and Rebecca Grigg

“As someone who became a successor much earlier than I could have foreseen, I know the value of having that plan in place – and the value of having a firm that supports you and your vision for taking that next step. With the support of Raymond James, I know my team is ready to ‘take it from here’ when the time is right.”

Sherri Stephens
President and Financial Advisor
Stephens Wealth Management Group
Flint, Michigan, and Tampa, Florida
Affiliation: Raymond James Financial Services (RJFS, independent channel)

“We’re not a company; we’re people and we help people. Raymond James has worked to know us personally. So when we began developing our succession plan over 10 years ago, Succession Planning & Acquisitions was there with ideas on structure, legal agreements and valuation – all with our unique situation in mind.”

Susan Dick, CPA
Investment Executive

Heather Robison, CFP^®
Investment Executive

Susan Dick Financial Services, LLC
Bartlesville, Oklahoma
Affiliation: Raymond James Financial Services (RJFS, independent channel)
Pictured left to right: Susan and Heather

“Raymond James is dedicated to succession planning and offers significant resources. Ariel completed the Advisor Mastery Program (AMP), getting access to the top training and coaching talent that Raymond James offers over the course of 18 months. Her training far exceeded what I learned when I first came into the business out of college and has been a big advantage for our practice.”

Jeff Stein, CFP^®, CRPS^®, CPFA^®
Founder, Managing Partner and Financial Advisor

Ariel Stein, CFP^®
Financial Advisor

Argentum Financial Partners
Avon, Connecticut
Affiliation: Raymond James Financial Services (RJFS, independent channel)
Pictured left to right: Jeff and Ariel