Raymond James welcomes $120 million advisor team in Glendale, Arizona
ST. PETERSBURG, Fla. – Continuing the firm’s expansion in the West, Raymond James welcomes financial advisors Brian Derrick, AAMS®, and Lori Derrick, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Glendale, Arizona, according to Bill Counsman, West regional director for RJFS.
Brian and Lori join Raymond James and RJFS-affiliated practice Mainspring Wealth Advisors from Edward Jones, where they previously managed approximately $120 million in client assets. Together, they operate as Derrick Family Financial.
“We were instantly attracted to the independence and full business ownership aspect that Raymond James offers,” said Brian Derrick. “The advanced technology gives us the ability to have so many more tools in our toolbox to best serve our clients during all of the uncertainties the pandemic brings and as we plan for their future.”
Brian has been in the financial services industry for over 15 years, spending that time at Edward Jones. He is a graduate of Brigham Young University with a degree in statistics. Brian received the professional designation of ACCREDITED ASSET MANAGEMENT SPECIALISTSM in 2008.
Lori began her career in the financial services industry in 2007 as a branch office administrator at Edward Jones. She became a financial advisor in 2013. Lori also received the professional designation of ACCREDITED ASSET MANAGEMENT SPECIALISTSM.
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 $930 billion.