Raymond James welcomes financial advisors managing approximately $300 million in assets in Kansas
Shared values, technology, marketing and service attract team of eight financial advisors
ST. PETERSBURG, Fla. – Raymond James welcomed eight financial advisors in Manhattan and Clay Center, Kansas, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest regional director for RJFS.
Joining Raymond James and Beyond Wealth Advisors (BWA), an existing RJFS-aligned practice, are financial advisors Ross McDonald, MBA, Anthony Gorman, CFP®, Ryan Hayden, Diane Freeby, Mathew Bishop, Devin Schwartz and Dillon Kohman, from the Manhattan office and Kurt Haberer from the Clay Center office. They are joined in the Manhattan office by client service associates Gwenda Bishop, Lisa Dziedzic and Lorie Grogg. The financial advisors and team members joined from Waddell & Reed, where they previously managed approximately $300 million in client assets.
“We’re pleased to transition to Raymond James and Beyond Wealth Advisors,” said Hayden, financial advisor. “Our decision was based on our shared approach to client service and firm values that align with ours. The relational leadership of Beyond Wealth and the excellence in processing and support at Raymond James were also refreshing.”
“Joining Raymond James and BWA allows us to continue to run our practices independently, with enhanced technology, marketing, and service support,” said McDonald, financial advisor.
Before joining Raymond James and BWA, Hayden served as a Waddell & Reed financial advisor for eight years at the Manhattan, Kansas office, where he was also the branch manager for two years. Prior to his financial services career, he was a pastoral minister for 20 years. He graduated from Milligan College and received his master’s degree from Cincinnati Christian Seminary.
Gorman, a Certified Financial Planner™ professional, served as a financial advisor for seven years at Waddell & Reed prior to joining Raymond James and BWA.
McDonald began building his practice at Waddell & Reed shortly after college when he was 24 years old. He received his bachelor’s and master’s degrees from Kansas State University.
Before joining Raymond James BWA, Haberer served as a Waddell & Reed financial advisor for 20 years. Previously, Haberer was a banking loan officer and branch manager. He earned his bachelor’s degree from Kansas State University and his MBA from Baker University.
Freeby served as a financial advisor for 25 years at Waddell & Reed before joining Raymond James and BWA. Previously, she was a teacher in Herington for five years. She has a bachelor’s degree from Kansas State University in education and an associate’s degree from Brown Mackie College in Business Management.
Before joining Raymond James and BWA, Bishop was a financial advisor with Waddell & Reed for 16 years. Prior to that, he was a network technician with Price Waterhouse Coopers for two years and a computer technician during college.
Prior to Raymond James and BWA, Schwartz was a financial advisor for 11 years at Waddell & Reed. He holds a Bachelor of Science degree in economics with a minor in business from Kansas State University.
Kohman served as a financial advisor with Waddell & Reed for the past 11 years before joining Raymond James and BWA.
“We’re extremely honored to welcome this outstanding group of individuals to Beyond Wealth Advisors and to expand our presence in the Kansas market,” said John Kliewer, partner at BWA and senior financial advisor. “We’re proud they share our commitment to help clients along their financial journey to achieve their desired legacy, and that they’ve found us to be an optimal partner for them and their clients as they continue to grow their practices.”
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 8,300 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.15 trillion.
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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.