Raymond James welcomes Idaho financial advisor groups collectively managing more than $650 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed four financial advisors to Raymond James & Associates (RJA) – the firm’s employee advisor channel, according to Michael O’Meara, Northern regional director for RJA. The Idaho-based advisors include Greg Fairfield, Christine Satterfield, Linda Stirling and Harry Tharp.
Satterfield and Tharp join Raymond James from Wells Fargo, where they previously managed approximately $341 million in client assets. The team operates as Satterfield Financial Strategies Group of Raymond James and is expected to continue their work from RJA’s Boise office, which is managed by Todd Lovell.
“After many hours of thought and discussion, Raymond James’s focus on clients made the decision clear,” said Satterfield. “We’re pleased to join this prestigious firm and, together, look forward to continuing our efforts of offering unparalleled service to clients.”
“We undertook an exhaustive 18-month investigation of all the possible firms for our team to affiliate with. The combination of platform, people, and culture at Raymond James made them the obvious choice,” said Tharp.
Managing director Satterfield has been in the financial services industry for over 24 years. She began her career with Merrill Lynch and moved to Wells Fargo in 2008, where she remained until this year. In 2020, Satterfield was named to the Forbes Top 1000 Women Advisor List, and in 2021, was named the publication’s ranking of Best in State Advisors.
Tharp serves as first vice president, investments at Satterfield Financial Strategies Group. His tenure in the financial industry spans three decades, half of which was spent with Merrill Lynch. Tharp subsequently held management positions and served clients at Morgan Stanley in 2005 and Wells Fargo in 2011.
Operating as Pacific Mountain Group of Raymond James, mother and son duo Stirling and Fairfield are joined by Suzanne Jenner, a senior registered client associate. Before joining Raymond James, the Ketchum-based team managed $307 million in client assets as part of UBS Financial.
“Raymond James is known for having an exceptional culture, spanning from unshakable values to proactive communication practices among employees. However, what most stood out to our team was a driving focus on continual improvement,” said Stirling. “The emphasis on transformative technology and creating opportunities for advisors to develop personally and professionally is a sign of great things to come for the firm.”
“Ultimately, our decision to join Raymond James boiled down to two key factors—technology and culture,” said Fairfield. “We’re excited to share the immediate benefits of this transition with our clients as we continue to focus on providing them with unparalleled service and expert advice they have come to expect.”
Hailing from Sun Valley and now settled in San Diego, Stirling has led a 34-year career in the financial services industry. She got her start in 1987 at Merrill Lynch, where she spent over a decade until moving to RBC Capital and later UBS. Stirling earned a Bachelor of Arts from Occidental College and holds a graduate degree from the University of Southern California. She was selected for Forbes’s Top 1000 Women Advisor List for 2019 and 2020.
With nearly 14 years of financial services experience, Fairfield serves as first vice president, wealth management for Pacific Mountain Group. He is a graduate of Pepperdine University and the San Diego Golf Academy, culminating in a 13-year career as a PGA Golf Professional. Fairfield later joined UBS in 2008 as a financial advisor.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 59 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 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.22 trillion. Additional information is available at raymondjames.com.
2020: The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
2021: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.