An advisor who managed $380 million of client assets at Edward Jones, has affiliated with Raymond James Financial Services, the firm’s channel for independent advisors, Raymond James said Wednesday.
Willard Causey operates as Causey Financial Group in Durham, North Carolina. He has 19 years of experience, according to his BrokerCheck report, all of it at Edward Jones. According to Raymond James’ announcement, Causey also served as a regional and area leader at Edward Jones.
He is joined in the move by two staffers, Margo Goehring and Amy Latta.
“Raymond James, after much due diligence, offered my team and I the best combination of support, technology and independence,” Causey said in the statement. “I believe this dynamic will be the ideal platform for me to serve my clients over the next two decades and beyond.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
