Raymond James welcomes Nevada advisors collectively managing over $1.1 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of four financial advisors to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Las Vegas, Nevada, according to John Simmons, West Coast regional director for RJA.
The team includes Kerry Withrow, CEPA®, Ben Hamilton, CEPA®, Ryan D’Souza, CPFA®, and Elliot Bloch, as well as practice business manager Terri Criswell. Operating as part of RJA’s Las Vegas branch, The Business Exit Planning Advisors of Raymond James arrive from RBC Capital Markets, where they managed approximately $1.1 billion in client assets. Together they hold over a century of collective financial services industry experience.
“After extensive deliberation and due diligence, our team partnered with Raymond James for its advanced technology platforms, specifically designed to serve business owners and high-net-worth individuals and families. The ability to access Raymond James Investment Banking was also a pivotal factor in our decision,” said Withrow. “The innovative tools and technology offered by the firm enable us to serve our clients more efficiently and we look forward to delivering even greater value to our clients.”
Withrow brings over 30 years of financial services industry experience to his role as managing director. He began his career at Smith Barney Inc., now Morgan Stanley, in 1993 and recently served as managing director during a 25-year tenure at RBC Capital Markets. His experience is backed by the Certified Exit Planning Advisor® designation.
“What truly sets Raymond James apart is its personalized attention and unwavering commitment to a client-first culture. This alignment with our core values ensures that we can continue to deliver the exceptional service our clients deserve,” said Hamilton, managing director. “We are excited about the opportunities this transition brings and confident that it will help enhance our clients’ financial journeys.”
Hamilton began working in the financial services industry at Legel, Braswell Securities and has held advisor positions at Prudential Securities and PaineWebber Incorporated, now UBS. Most recently, he served as a senior vice president at RBC during a 26-year tenure. In addition to his 46 years of experience, Hamilton also holds the Certified Exit Planning Advisor® designation.
“I’m pleased to welcome Kerry, Ben, Ryan and Elliot to Raymond James. This talented team is a promising addition to our Western division, and we look forward to continuing to attract impactful practices like theirs who mirror the culture and values found at the firm,” said Lance Horton, complex manager for the Mountain Desert Complex, Nevada and Utah.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary 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 $1.54 trillion as of Aug. 31, 2024. Additional information is available at raymondjames.com.