Raymond James welcomes experienced advisor team managing $1.1 billion in total assets in Franklin, Tennessee
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Randy Campbell, CRPS®, Eric A. Johnson, CFP®, Mason McGiboney and Stacy Womack to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – in Franklin, Tennessee, according to Todd Gartrell, Southeast regional director for RJFS.
The team, which includes Registered Client Service Associate Elizabeth “Beth” Wood, operates as Campbell Johnson McGiboney Wealth Advisors (CJMWA) and joins Raymond James from Morgan Stanley. They serve a variety of clients, including individuals, families, business owners and corporate clients. Together with retirement assets, the team previously managed and consulted on approximately $1.1 billion in total client assets.
“Our core objective is to serve our clients with the best advice, counsel, support and service that we can provide,” said Campbell, director and senior portfolio manager at CJMWA and RJFS financial advisor. “Our analysis of firms focused on which firm could best support our efforts as we continue to serve our clients and build CJMWA, and we determined Raymond James to be superior in every metric we used in our evaluation. It made our decision to select Raymond James as a partner an easy one.”
Campbell, the original founder of the team’s practice, has more than three decades of industry experience, beginning his career with The Robinson Humphrey Company, which through mergers and name changes evolved as Morgan Stanley.
Johnson, director and senior portfolio manager at CJMWA and RJFS financial advisor, has been in the industry for more than 23 years, with experience at Smith Barney/Morgan Stanley. He and Campbell formed their business partnership and began working together as a team in 1996.
McGiboney, director at CJMWA and RJFS financial advisor, began his financial services career in 2014 after graduating with a degree in finance from Tennessee Technological University. Prior to joining Raymond James, he worked with the team at Morgan Stanley.
Womack, director of retirement plans at CJMWA and RJFS financial advisor, joined the team in 2016 and brings over 25 years of hands-on experience in the corporate retirement plan industry. He is a member of the American Society of Pension Professionals and Actuaries and the National Association of Plan Advisors.
Wood started her career in financial services over 18 years ago. Throughout her career, she has served in various roles, from back office to branch support.
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 $993 billion.
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.