Raymond James welcomes experienced advisor managing over $200 million in California
ST. PETERSBURG, Fla. – Raymond James recently welcomed experienced financial advisor Kevin L. Mize, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJFS.
Based in Scotts Valley, California as Earthrise Financial, Mize is joined by client service associate Sebastian Henshaw. Together they provide forward-thinking, comprehensive wealth management to clients ranging from business owners and multi-generational families to churches and charitable foundations. Previously, Mize was affiliated with Morgan Stanley where he managed over $200 million in client assets.
“As independent firms are gaining market share in financial services, I want to be on the ascending side of the industry, not the descending side,” said Mize. “After a lot of due diligence and a chance meeting with Raymond James Chair and CEO Paul Reilly, I felt this partnership provided the best corporate culture for my firm and clients. Raymond James’ respect for independence has allowed me to bring more personality to my business, which is essential for serving the unique cultures of Santa Cruz and Silicon Valley.”
As managing director, Mize brings 37 years of financial services experience, most recently at Morgan Stanley for the last 23 years. In addition to being a CERTIFIED FINANCIAL PLANNERTM professional, Mize also holds a Bachelor of Science in commerce from Santa Clara University.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of May 31, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Earthrise Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc..
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements..