Raymond James welcomes Virginia advisor team managing $340 million in client assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Jon Schubert, Brent Bigney, Mike Morrison and Adam Stalcup to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Shannon Reid, Northeast division director for RJFS.
As Resolute Private Wealth (RPW), the advisors are joined by client service associates Stacey Hytree and Amy Tesi. Based in Forest, Virginia, they serve a variety of clients including business owners, corporate executives, family offices, women investors and endowments and foundations. The team previously managed approximately $340 million in client assets at Merrill Lynch.
“The depth and breadth of the firm’s investment and planning platform, in addition to its advisor-centric culture, is why we joined Raymond James,” said Schubert, president and managing partner, RPW. “I am impressed by the firm’s offering and services designed specifically to cater to high-net-worth families’ needs.”
Schubert has nearly 20 years of experience in financial services, beginning his career at Edward Jones before moving to Merrill Lynch in 2017. A graduate of Liberty University, Schubert has continued his education as a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Asset Management SpecialistSM designation.
“Raymond James allocates resources with a client-focused lens and has equipped us with a great suite of research, technology and planning tools that will not only help us engage our current clients on a thoughtful level, but also supports us in developing new relationships,” said Bigney, vice president, RPW.
Bigney got his start in the industry in 2007 at Edward Jones and later transitioned to Merrill Lynch in 2011. He has earned both Certified Plan Fiduciary Advisor and Accredited Asset Management SpecialistSM designations, as well as a bachelor’s degree from Middle Tennessee State University.
“The leadership at Raymond James has continued to reinforce that it’s all about taking care of the client the way we as advisors see fit. Therefore, we are able to fully leverage our team’s extensive industry experience for our client’s benefit,” said Morrison.
Morrison serves as chief marketing officer at RPW and has been part of the advisor team since 2018. He holds both a bachelor’s degree and Master of Business Administration from Liberty University.
“Through the due diligence process, we found Raymond James to be the firm that aligns best with our values and ethics. That shared culture allows me to focus on meeting my client’s goals and needs while using a cutting-edge platform for financial planning,” said Stalcup.
Chief operations officer at RPW, Stalcup also joined the advisor team in 2018. He earned a bachelor’s degree and master’s degree at Liberty University before securing the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Plan Fiduciary Advisor professional designation.
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 as of February 2022 were $1.24 trillion.
© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Resolute Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.