Raymond James welcomes $190 million advisor in Atlanta, Georgia
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Kimberly Evans, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Atlanta, Georgia, according to Todd Gartrell, Southeast regional director for RJFS.
Evans joins from Wells Fargo Advisors, where she previously managed more than $190 million in client assets, and is joined by Relationship Manager Anne Serianni. Evans and Serianni operate as Align Wealth Advisors located in Atlanta, Georgia, and will be partnering with The Avenue Wealth Management Group, a large RJFS-affiliated group headquartered in Athens, Georgia, with multiple offices in Georgia and Tennessee. Evans’ Atlanta office will be the newest addition to the Avenue consortium.
“I spent years doing due diligence to find the right place for me to best serve my clients,” said Evans. “The client-first culture of Raymond James is how I’ve always run my business. Even while transitioning during a pandemic, I’ve experienced consistent support and integrity. The strength, stability, sophisticated technology and broad investment options assure me that this firm is a great landing spot for myself and my clients now and in the future.”
Evans has been in the financial services industry for 25 years. She earned her CERTIFIED FINANCIAL PLANNERTM designation from Oglethorpe University and is an advocate and mentor for the CFP Board’s Women’s Initiative. Evans also earned her degree in Psychology and Spanish from the University of North Texas.
“I am proud our unique culture is what continues to attract high quality advisors like Kimberly,” said Gartrell. “I look forward to seeing her launch Algin Wealth Advisors with The Avenue Wealth Management supporting their team in Atlanta, and grow her practice in the independent channel as we continue to grow in the Atlanta area.”
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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $877 billion.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.