Raymond James welcomes financial advisors managing $350 million in assets in Houston
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Brandon Glasscock and Mandy Haskell to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
The duo joins Raymond James and Wealth Partners Alliance, a partnership of independent advisors affiliated with RJFS, from Wells Fargo where they previously managed approximately $350 million in client assets. Together with registered client service associate, Sara Ferrell, they serve clients through customized planning and portfolio management strategies.
“Having worked at large firms for over 20 years, the natural evolution was a move to the independent space, where more flexibility and advanced tools and technology will help take our practice to the next level. I’m absolutely convinced that this transition will improve our clients’ overall experience and that’s what I am most excited about,” said Glasscock, partner, Wealth Partners Alliance.
A Texas native, Glasscock began his career as a financial advisor at Ameritas in 2000. After gaining valuable experience at various firms including Capital One, he joined Wells Fargo in 2007. A graduate of Texas Tech University, Glasscock holds a Bachelor of Business Administration in finance. He also earned his MBA with a concentration in finance from Tulane University.
“Brandon and I were looking for the right full-service option and the right partnership to grow our business and we believe Raymond James provides the best tools and resources for our clients to achieve their unique financial objectives,” said Haskell, partner, Wealth Partners Alliance.
Haskell brings over 15 years of experience in the financial services industry. She began her career at Commonwealth before transitioning to Advisors Asset Management and later Invesco where she focused on asset management. Haskell has been affiliated with Wells Fargo since 2018 until this most recent transition. Also a Texas Tech University graduate, she holds a Bachelor of Arts in personal financial planning and has earned both CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst designations.
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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.25 trillion.
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.