Raymond James welcomes financial advisor managing approximately $126 million in assets
Reputation of honesty and financial conservatism attracts experienced financial advisor
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor Gay Ann Monninger, CFP®, AAMS®, in Terre Haute, Indiana, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
Monninger joins Raymond James from Wells Fargo Advisors Financial Network, where she managed approximately $126 million in client assets. Joining her at Raymond James is Racheal Gant, client service associate and Allison Hathaway, office manager. Together the team operates as Swan Street Financial and serves a variety of clients, including families, business owners, retirees and women investors.
“Raymond James has consistently exhibited a client-oriented culture based on integrity, conservatism and independence. With this affiliation, we have partnered with a broker dealer who is as committed as we are to the highest standard of excellence in serving our clients,” said Monninger, managing principal.
Prior to Raymond James, Monninger was a premier advisor with Wells Fargo for nearly 13 years. Earlier in her career, she joined J.J.B. Hilliard in 1995 then A.G. Edwards & Sons in 2000. Monninger has a bachelor’s degree in finance with a minor in economics from Indiana State University.
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 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.21 trillion (as of 6/30/2021).
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Swan Street Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.