Raymond James welcomes Wisconsin financial advisor managing $460 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Matt Vanden Heuvel, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Appleton, Wisconsin, according to Dominic Prioli, Great Lakes regional director for RJA.
Vanden Heuvel is joined by senior investment portfolio analyst Jenna Mielke, CFP® and senior client service associate Cindy O’Brien. Together, they operate as Vanden Heuvel Wealth Management of Raymond James, serving private clients, closely-held businesses and corporate retirement plans. The group previously managed $460 million in client assets at RBC Capital Markets.
“We were drawn to Raymond James by the firm’s recognition and respect for the client-advisor relationship,” said Vanden Heuvel. “Throughout the vetting process, it became clear the firm’s values most closely aligned with our own. This, paired with the broad platform of resources, support and autonomy they grant to advisors, is of tremendous value. Overall, we are confident Raymond James was the right move for our clients and our team.”
Vanden Heuvel, managing director of the group, has worked in the financial services industry for over 29 years, beginning his career with Kemper Securities, which later became Everen Securities. He then moved to Dain Bosworth Inc., remaining at the firm for over 25 years through its acquisition by RBC. Vanden Heuvel earned his Bachelor of Business Administration from the University of Wisconsin-Oshkosh.
Mielke began her career in 2014 at RBC. She holds a bachelor’s degree in organizational administration, with an emphasis in business administration, from the University of Wisconsin-Oshkosh. Mielke is also a CERTIFIED FINANCIAL PLANNERTM certificant.
“I’m thrilled to welcome Matt and his talented team to Raymond James. This group embodies Raymond James’ commitment to superior service and building strong, longstanding client-advisor relationships,” said Prioli. “With the addition of this new branch, I look forward to strengthening the firm’s footprint within the Great Lakes region.”
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 $1.26 trillion. Additional information is available at www.raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.