Raymond James welcomes advisor team managing $327 million in client assets in Washington
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Keith Haller and Cory Shepard to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJFS.
The duo operates as Haller and Shepard Capital Group and is based in Kirkland, Washington. They join Raymond James from Edward Jones where they previously managed approximately $327 million in client assets. Together, they provide highly customized investment strategies to their clients.
“During the search process, our main goal was to maximize the time we spend with clients. The autonomy afforded by Raymond James to run our business as we see fit has allowed us to meet that objective in a meaningful way,” said Haller.
Haller offers over 24 years of experience in the financial services industry as an advisor at Edward Jones. He holds a Bachelor of Science in engineering and Level 1 Chartered Financial Analyst® designation.
“The extensive tools and resources at Raymond James provide an excellent opportunity to broaden the scope of services offered to our clients and ultimately spend more time in those relationships,” said Shepard.
Shepard also began his career at Edward Jones where he stayed from 2006 until this transition. He holds a Bachelor of Arts from Whitman College and a Master of Arts from Seattle Pacific University.
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 $1.24 trillion.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Haller and Shepard Capital Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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