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 top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
