Raymond James recruited financial advisors Terry Wiles, CDFA, CRPC, AWMA, and Ryan Smith, CFP, MSFP, in Cary, N.C., according to Scott Whitley, regional director for Raymond James Financial Services (RJFS), the firm’s independent broker/dealer.
Securities are offered through RJFS.
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Whitley said: "It’s a pleasure to welcome Terry and Ryan and their staff to our independent channel. This notable team is committed to putting their clients’ interests first and providing excellent service, a commitment that parallels Raymond James’ client-first focus. We look forward to supporting them, their practice and their clients."
The team, known as Stonegate Financial (SGF), an independent firm, comes to Raymond James from LPL Financial, where they managed more than US$146 million in client assets and had annual fees and commissions of US$1.1 million.
Wiles, branch manager and president of SGF, said: "We spent more than a year looking at a number of firms, conducting exhaustive research and due diligence so we could see for ourselves if the technology and support met our expectations. Raymond James clearly provided the best fit by exceeding our expectations with a positive and conducive culture. They truly share our belief that clients come first."
Wiles, a Chartered Retirement Planning Counselor, an Accredited Wealth Management Advisor and a Certified Divorce Financial Analyst, began his career in the investment industry in 1999. He was affiliated with Federated Securities Corp., Edward Jones and LPL Financial, prior to joining Raymond James. He received his undergraduate degree from the State University of New York at Oneonta, with a double major in economics and finance.
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By GlobalDataHe is a graduate of the Securities Industry Institute from the Wharton School of Business at the University of Pennsylvania, and he attended the College for Financial Planning and the Institute for Divorce Financial Analysts.
Financial advisor Ryan Smith, Certified Financial Planner and Master of Science in Financial Planning, also comes to Raymond James from LPL Financial and prior to that, Securian Financial Services. He began his career in 2005 as an intern at an independent financial planning firm while pursuing his Master of Science in Financial Planning degree at Bentley University.
Motivated by his passion for financial education, he created a personal finance course at Gordon College, where he received degrees in accounting and business administration.
Joining Wiles and Smith are Becky Wiles, office manager, and Heather Monzote, administrative assistant. Becky serves as the team’s office manager and supervises customer service, human resources and office bookkeeping. She graduated from Cornell University with a B.S. in business administration/economics. Monzote joined the team in April 2013. She graduated from Appalachian State University with a B.S. in psychology and a minor in business.
The team’s services include financial planning, investment management, retirement strategies and income planning, and advice to clients during life transitions.
