Raymond James Financial Services has added a new team to its financial institutions division, expanding the reach of its investment and wealth management services.
The three financial advisors and four associates from Plains State Bank in Houston and Cypress, Texas, will operate as Core+ Financial Strategies and were previously affiliated with Avantax Investment Services.
The team manages approximately $317 million in client assets and is led by financial advisors Ronn Kudlacek and Brad Wilson along with Savara McDaniel.
"Our decision to align with Raymond James was driven by the firm's profound experience and deep understanding of the banking landscape, from its inherent 'service' culture to its integrated investment platform. The firm's widespread recognition as a household name and impressive reputation further solidified our decision," said Lori Hilman, president, and chief operating officer of PSB.
Tim Killgoar, senior vice president and FID national director of Raymond James Financial Services, welcomed the team.
"Our unwavering focus remains centered on delivering comprehensive support to our partners and a close working relationship that surpasses traditional brokerage offerings. We have full confidence that programs of this caliber will benefit from our sophisticated support and cutting-edge technology as they continue to expand and enhance their wealth management services for clients."
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
