Raymond James has just enhanced its capabilities in Indiana as it welcomes two advisors in the region. The broker-dealer giant bolstered its financial advisory team in the Hoosier State with the addition of Jefferson Hankins and Kurt Boggs, former financial advisors at PNC Investments.
The duo, managing a portfolio previously valued at approximately $170 million, has joined Raymond James Financial Services, the firm’s independent advisor channel, according to David Sisemore, the Midwest division director.
Based in Warsaw, Indiana, Hankins and Boggs operate as the Hankins & Boggs Group under the umbrella of Reynolds Wealth Management.
Their practice specializes in holistic financial planning, retirement and income strategies, investment management, and insurance planning, providing comprehensive services tailored to meet the diverse needs of their clients.
"After careful consideration and a thorough multiyear due diligence process, we chose to align with Reynolds Wealth Management and Raymond James," Hankins explained in a statement Friday. "This collaboration allows us to offer a full-service experience that includes financial planning, enhanced investment options, and banking and lending solutions, grounded in our shared commitment to trust and doing what's right for our clients."
Hankins started in the financial services sector in 2004, while Boggs joined the industry as a financial advisor in 2015.
"With Raymond James' extensive resources combined with our client-first approach, we are eager to deliver customized strategies that address the unique financial goals of our clients," Boggs said.
The firm is welcoming the two advisors in Indiana shortly after it added a former Wells Fargo advisor in Florida and a California-based advisor from Morgan Stanley.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
