08.29.23
Raymond James Indie Channel Adds Team That Managed $2.6 Billion
by: Joyce Blay
A team of 16 financial advisors operating as Summit Financial Group in San Ramon, Calif., has joined Raymond James Financial Services. Formerly with Securian Financial Services, where they managed more than $2.6 billion in client assets, the team of advisors provides clients with comprehensive planning and wealth management services, with a specialty in serving business owners. “After a strenuous due diligence process, Raymond James became our top choice because of its resources, client-first culture and the caliber of people in leadership,” said advisor Nathan Bennett. “The firm has the integrated technology that allows us to serve clients at a high level and the horsepower to help deliver solutions in the most complex financial situations. We are confident that our partnership with Raymond James will help allow us to deliver on our vision of enriching lives, specifically those of our clients, our people and our community.”
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