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.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
