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.”
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
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