Raymond James continues westward expansion, welcomes 11-person team managing $417 million in Irvine, California
ST. PETERSBURG, Fla. – Continuing the firm’s expansion in the West, Raymond James welcomed lead financial advisors Jeffrey M. Garell, CFP®, Robert “Bob” Emmer, CFP®, and Michael Campbell, along with their Silversage Advisors® team to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Irvine, California, according to Bill Counsman, West regional director for RJFS.
Joining Garell, Emmer and Campbell at Raymond James are eight team members: Matthew Mendoza, service advisor; Karin Mason Garell, CFO of Silversage Advisors and RJFS office manager; Lynn LaTendresse, client services manager; Kristin Evans, investment portfolio associate; Peggy Pinkerton, client relationship manager; and client service associates Cynthia Terrazas, Christopher Deo, Dominic Bastone and Thorne Saunders. They join RJFS from Geneos Wealth Management, where the advisors previously managed approximately $417 million in client assets.
“Previously operating as a hybrid RIA, our team wanted to transition to a business model through which we could leverage a large, national firm’s compliance and technology resources, while maintaining our independence and freedom,” said Garell, founding principal of Silversage Advisors and RJFS registered principal. “Raymond James offers us the right balance of autonomy, flexibility and support, so we can focus our time on working directly with our clients.”
Garell has nearly 35 years of industry experience in Southern California. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is an active member of the Financial Planning Association of Orange County. He earned his bachelor’s degree in History/Business from UCLA.
Emmer, registered principal, is a CERTIFIED FINANCIAL PLANNER™ professional with over 40 years of industry experience. Prior to beginning his financial services career, Bob served three years in the United States Army, including a one-year tour in Vietnam. In addition to serving his clients, Emmer has taught financial planning classes at University of California Berkeley Extension for 10 years.
Campbell, financial advisor, began his financial services career eight years ago with Edward Jones. He graduated with his bachelor’s degree from San Diego State University.
“We are proud to continue growing Raymond James’ presence in the West, particularly as we welcome outstanding ensemble teams like Silversage Advisors,” said Counsman. “Coming from a hybrid RIA model, they wanted to ensure their next move would allow them to preserve their independence. I am pleased they found Raymond James to be the optimal partner for them as they continue to grow.”
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.