Raymond James welcomes $170 million advisor team in Duluth, Minnesota
ST. PETERSBURG, Fla. – Raymond James welcomes financial advisors Jim Grymala, Julianne Grymala and Benjamin Kneeland to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Duluth, Minnesota, according to Patrick O’Connor, Northern division director for RJA.
Jim Grymala, Julianne Grymala and Kneeland join Raymond James from Morgan Stanley, where they previously managed approximately $170 million in client assets. They join RJA’s Duluth office, which is managed by Wendy Homstad and is part of the Minnesota Complex led by Peter King. The team operates as Grymala & Kneeland Wealth Management of Raymond James.
“Raymond James truly lives by their values of ‘putting clients first’ and supports the client-advisor relationship, making it the perfect fit for our clientele,” said Jim Grymala. “In addition, having your own in-house marketing with the ability to get your own website and other materials up and running in a timely fashion definitely exceeded our expectations.”
First Vice President of Investments Jim has been in the financial services industry for over 24 years. Prior to joining Raymond James, he worked for Morgan Stanley for 24 years. Jim is a graduate of the University of Wisconsin-Superior with a degree in finance and a concentration in business.
Financial Advisor Julianne has been in the financial services industry for 11 years, previously spending that time at Morgan Stanley.
Financial Advisor Kneeland has been in the financial services industry for 2 years. Prior to beginning his career in financial services, he served in the United States Marine Corps, the California Highway Patrol’s Central Los Angeles and San Diego offices, and the Proctor and Duluth police departments.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary 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. Additional information is available at www.raymondjames.com.