Three former Edward Jones advisors have joined Raymond James Financial Services affiliate SilverTree Wealth Partners with a new office in Tucson, Arizona.
Ali Rustempasic, AAMS, Yamen Fellah and Wyatt McRae managed around $250 million in assets under administration at the previous firm and join the Raymond James independent advisor channel with several decades of industry experience between them.
Rustempasic has 12 years of industry experience as a financial advisor and limited partner at Edward Jones and served in leadership positions at the local and area level. He has earned the Accredited Asset Management Specialist designation from the College for Financial Planning.
“We were drawn to Raymond James for its culture of independence, the freedom to put clients first and its advanced planning tools and forward-thinking technology,” he said.
Fellah has been a financial advisor for 13 years and prior to Edward Jones he was with Merrill Lynch, while McRae joined Edward Jones in 2009, serving as a financial advisor, field trainer, level leader, service specialist and a participant of the growth team.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
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