Raymond James has notched another recruiting win at its independent advisor channel as it welcomes a trio of Colorado advisors from Northwestern Mutual.
The firm announced Thursday that Raymond James Financial Services has added Garrison Financial Group, a Colorado-based advisory team.
The group, led by financial advisors Craig Garrison, Timothy Hall, and Matthew Strelau, recently transitioned from managing $300 million in client assets at Northwestern Mutual to join RJFS.
Garrison Financial Group operates out of Littleton, Colorado, where it offers a range of financial services to a diverse clientele that includes business owners, corporate executives, families, and retirees.
The team is further supported by investment broker Andrew Ekberg, along with client service associates Emily Gabriel, McKell Gurewitz, Misty Cummins, Andy Hackard, Jared Espinoza, and Kate Kaye. Marketing efforts are spearheaded by consultant Katie Cline.
Garrison, the group’s founder, highlighted Raymond James’s alignment with his team’s “core values and commitment to our clients.
“Our clients' financial well-being has always been our top priority, and this move reinforces our ability to provide the sophisticated, personalized financial planning they deserve,” he said in a statement.
Garrison brings over 19 years of experience as a financial advisor at Northwestern Mutual, according to his BrokerCheck profile, which followed his early career as a public accountant.
Hall echoed Garrison’s statement, describing their new firm as “a partner that shares our dedication to holistic financial planning and our fiduciary responsibility.
“Its cutting-edge resources and client-first philosophy empower us to deliver even greater value and comprehensive financial strategies,” Hall said.
The Garrison group’s move in Colorado builds on other recent recruitment moves, including a former Wells Fargo advisor that switched to RJFS in New Jersey and a Texas advisor that joined through Raymond James’s new corporate RIA model.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
