Raymond James welcomes $350 million team in Overland Park, Kansas
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Mark Albright, CFP®, CRPC®; Michael Ward, CRPC®, AAMS®; Andrew Dibble; Cole Dimond, CRPC®, APMA; Bob Olvera, CLTC®, APMA®; Reisha Fregoe, APMA®; and Michael Richards, APMA®, CDFA®, in Overland Park, Kansas, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent broker/dealer – according to Kirk Bell, Central regional director for RJFS.
The team, which operates as Caliber Wealth Management (CWM), joins from Ameriprise Financial Services, where the advisors managed more than $350 million in client assets. The advisors are joined by six team members: Paraplanner Brent Bloomer, CRPC®, APMA®; Client Service Manager Linda Daza; Client Relationship Manager Frances Gingles; and Administrative Assistants Donna Hankins and Katie Manning.
“The main reasons that drove our decision to change firms was Raymond James' sophisticated technology, flexibility in platform choice, and just the overall value of the support that Raymond James offers advisors,” said Ward, RJFS financial advisor and chief business development officer at CWM. “Technology in today’s world is key, and we are excited about the best in class portfolio construction tools, but also greater access to and integration of third-party tech. In addition, the firm’s research department and the holistic wealth management capabilities have been invaluable to us as we continue to help our clients during this state of volatility.”
Albright serves as CWM chief executive officer and RJFS financial advisor and has been in the financial services industry for 18 years. Ward has more than 14 years of experience. Dibble, chief financial officer at CWM and RJFS financial advisor, brings more than 17 years of industry experience. Dimond, who has been in the industry for 14 years, serves as CWM chief operating officer and RJFS financial advisor. All four partners began their financial advisor careers with American Express Financial Advisors prior to its public spinoff to Ameriprise.
Olvera, CWM insurance specialist and RJFS financial advisor, has been in the industry for 16 years, beginning his career with New York Life Securities, transitioning to Allstate Financial Services and later Ameriprise Financial Services, where he joined the CWM team. RJFS financial advisor Fregoe worked with Wells Fargo before joining the CWM team at Ameriprise and recently passed her CFP exam, and RJFS financial advisor Richards began his career at Edward Jones before joining Ameriprise and the CWM team.
“With more than 80 years of combined experience, the advisors at Caliber Wealth Management lead an outstanding team that has continued to focus on a true client-first approach as they operate and grow,” said Bell. “We are pleased that the firm’s robust offerings and platform continue to attract quality financial advisory teams like theirs, and we welcome them to Raymond James.”
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $896 billion (as of 12/31/2019).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Caliber Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.