Raymond James welcomes financial advisor managing $130 million in assets in Naples, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Adam English, CRPC® to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Bert White, Florida regional director for RJA. English joins RJA’s branch location in Naples, Florida, led by Geoff Hunter.
Along with senior client service associate Anne Mitchell, the team operates as English Wealth Management of Raymond James and serves a variety of clients including business owners, retirees, women investors and individuals experiencing sudden wealth. English was previously affiliated with Merrill Lynch where he managed approximately $130 million in client assets.
“Through the due diligence process, I found Raymond James to be the firm that aligns best with my values and ethics. My clients trust me to offer them solutions and advice that is unbiased and always in their best interest,” said English, first vice president, investments. “Raymond James’ client-centric culture allows me to focus on meeting my client’s goals and needs while using a cutting-edge platform.”
With over 15 years of industry experience, English launched his career at Morgan Stanley. He later moved to Merrill Lynch Wealth Management in 2007 to join his father until his retirement in 2016, continuing the affiliation until this recent transition to Raymond James.
English holds a Bachelor of Science degree in selling and sales management from Purdue University and is set to complete his MBA at the same institution this year. In 2018, he was recognized by Forbes when he was named to its America’s Top Next-Generation Wealth Advisors list and was named to its Best-In-State Next-Generation Wealth Advisors list in 2019.
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 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.21 trillion. Additional information is available at raymondjames.com.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2019): Out of roughly 29,334 nominations received, 250 made the final list in 2019. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit forbes.com/top-next-gen-advisors for more information.