Raymond James welcomes experienced advisor team managing more than half a billion dollars in St. Augustine, Florida
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Chuck Crist, AIF®, AWMA®, Chuck Gillingham, AIF®, and Ryan H. Jones, AIF®, AWMA®, in St. Augustine, Florida, to Raymond James & Associates (RJA) – the firm’s employee advisor channel, according to Bert White, Florida regional director for RJA. RJA’s St. Augustine, Florida, branch is part of the North Florida complex, led by Gregg W. Stupinski.
“With more than 70 years of combined experience, Chuck, Chuck and Ryan have built a successful practice, with a deep understanding of what they and their clients need in a firm and wealth management partner,” said White. “We are proud that Raymond James’ resources, support and unique culture of independence continues to resonate with top teams like theirs, and we’re pleased to welcome them to the firm.”
The advisor trio joins from BB&T Securities, LLC, where they previously managed more than $500 million in client assets. Joining them at Raymond James are Senior Investment Portfolio Analyst Mark A. Jones, APMA®, Senior Registered Client Service Associate Susan Dampier, and Registered Client Service Associate Amy Barrett. The team, which operates as Veritas Wealth Management of Raymond James, serves a variety of clients, including high-net-worth families, business owners, executives and foundations.
“Veritas Wealth Management is committed to excellence, service and integrity. Our fiduciary commitment during the financial planning process begins with our dedication to our clients’ well-being,” said Jones, senior vice president, Investments. “Raymond James allows us to offer a truly comprehensive approach to wealth management, while providing us the full freedom to do what is in the best interest of our clients.”
Jones has been in the industry for more than 21 years, with experience at firms such as Wells Fargo Advisors and BB&T Securities. He earned his bachelor’s degree from the University of Florida.
“We are so happy to align our practice with a firm that shares our values and commitment to clients,” said Crist, senior vice president, Investments. “The technology and support at Raymond James will enable us to give our clients even better service and more in-depth financial plans.”
Crist joined the financial services industry more than 24 years ago. Prior to Raymond James, he was with BB&T Securities and before that, Wells Fargo Advisors. Crist earned his bachelor’s degree from Flagler College.
Gillingham, senior vice president, Investments, has been in the industry for more than 25 years, with experience at Wachovia (later Wells Fargo Advisors) and BB&T Securities prior to Raymond James.
“Our ultimate goal is to support our clients in achieving their financial goals,” added Gillingham. “With that in mind, we focus on designing long-term diversified investment strategies and high-value financial planning. We’re excited to partner with Raymond James as we continue to deliver on our promise to our clients.”
Diversification does not ensure a profit or guarantee against a loss.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 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 $993 billion. Additional information is available at raymondjames.com.