Raymond James said Wednesday that an Indiana team that managed $335 million at Edward Jones is joining the firm's independent advisor channel, Raymond James Financial Services.
Brothers Nate Pendill and Benjamin “BJ” Pendill are co-founders of Pendill Wealth Management, which has offices in both Bloomington and Mooresville, Indiana. The firm's clients range from business owners and farmers to pre-retirees and retirees.
“After extensive due diligence, we were drawn to Raymond James for its culture of independence. We believe that this partnership will provide the best opportunity for us to serve our clients’ unique needs and objectives how we see fit,” Nate Pendill said in a statement.
Nate Pendill has 22 years of experience, having started at Edward Jones in 2001. BJ Pendill started at Edward Jones in 2002.
The team includes a branch office manager, Karen Brooks, and staffers Denise Aspin, Leigh Ann Perdue and Rebekah Pendill.
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The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
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