An advisor who managed almost $330 million at client assets at Edward Jones has switched his affiliation to Raymond James Financial Services, the firm’s channel for independent advisors, Raymond James announced Wednesday.
William Anderson will operate as S.W. Anderson Financial in Salt Lake City. Office manager Emily Rodarte is also making the move.
Anderson had been affiliated with Edward Jones since 2002, and earlier spent 21 years as an Army officer, according to a statement from Raymond James.
“I was drawn to Raymond James for its extensive suite of software applications, its deep support teams in every department, as well as its investment tools and solutions,” Anderson said in the statement.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
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