Raymond James welcomes experienced advisor team managing $1.1 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kurt Carlson, Kenneth Breaden, Cassidy Carlson and Brian Koble to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Amy Smart, Mid-American regional director for RJA.
Operating as The Carlson Group of Raymond James in Cranberry Township, Pennsylvania, the team arrives from Baird where they previously managed approximately $1.1 billion in client assets. The practice provides comprehensive financial planning and wealth management guidance to business owners, endowments and foundations, families, retirees and pre-retirees. They are joined by client service associates Teresa Davis, MBA, and Jacquelin Croissant.
“Our decision to join Raymond James was proactive and rooted in the firm’s genuine commitment to helping clients succeed,” said Kurt, managing director. “We were also drawn to the firm’s willingness to reinvest in its business, particularly in technology and innovation, to enhance the client experience and support long-term growth as the industry enters a transformative era of artificial intelligence.”
Kurt, father to Cassidy, brings more than 35 years of financial services experience to RJA, including nearly four years at Baird. He earned a bachelor’s degree in financial planning from Grove City College and holds the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Analyst® and Accredited Investment Fiduciary® professional designations.
Breaden began his financial services career in 2012 and most recently served at his previous firm for nearly four years. He earned a bachelor's degree in business administration from the University of Pittsburgh, majoring in finance and minoring in economics, and is a CERTIFIED FINANCIAL PLANNER® professional.
Cassidy joined the team in 2017 and brings eight years of registered financial services experience to her role as associate vice president, investments. She earned a bachelor’s degree in business administration and human ecology from The Ohio State University and holds the CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations.
Koble has 23 years of financial services industry experience. He is a graduate of Grove City College, earned a master’s degree in economics from the University of Detroit Mercy and is a Chartered Financial Analyst® charter holder.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.92 trillion as of June 30, 2026. Additional information is available at raymondjames.com.
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®,” “Certified Investment Management Analyst®,” “CPWA®” and “Certified Private Wealth Advisor®.” Use of these marks signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements.