Raymond James welcomes advisor team managing $220 million in assets in Nebraska
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors James “Jim” Domgard and Christopher “CJ” Domgard to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Together the duo operates as Capitol Private Wealth and is based in Lincoln, Nebraska. They join from RBC Capital Markets after nearly 50 combined years with the firm, where they previously managed over $220 million in client assets. They serve a variety of clients including business owners, endowments and foundations, families, retirees and individuals with sudden wealth.
“After extensive research, we chose Raymond James for its size, financial strength and stability which provides our clients with a secure home base for custody of their assets and investments. The firm’s philosophy is also well-aligned with our own focus on quality and putting clients first,” said Jim, financial advisor and partner, Capitol Private Wealth.
An industry veteran with over 38 years of experience, Jim served as senior vice president and financial advisor at RBC Capital Markets where he joined from its predecessor firm Dain Bosworth, Inc.
CJ began his career in the financial services industry at Securities America before joining his father at RBC Capital Markets in 2010. He holds a Master of Business Administration degree from the University of Nebraska – Omaha as well as the CERTIFIED FINANCIAL PLANNER™ designation.
“Our practice has evolved over the years and this affiliation with Raymond James will provide us with the extensive suite of investment research, financial solutions and cutting-edge technology we need to expand our services and benefit our clients,” said CJ, financial advisor and partner, Capitol Private Wealth.
About Raymond James Financial Services
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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.25 trillion. Additional information is available at raymondjames.com.
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.