Raymond James welcomes financial advisor managing $240 million in New Jersey
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jeffrey Stillwell, CLU®, to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Daniel Cole, Northeast division director for RJFS.
Stillwell arrives from Ameriprise Financial Services where he managed approximately $240 million in client assets. Operating as Stillwell Financial Advisors in Red Bank, New Jersey, he provides financial planning and investment guidance to business owners, family offices, retirees, endowments, foundations and nonprofit organizations. He is joined by Operations Manager Theresa Francy.
“Many of our clients are business owners and we wanted broader capabilities to support them through growth, financing, mergers and acquisitions and other liquidity events,” said Stillwell. “Raymond James brings together investment banking access, lending solutions, technology and home office support in a way that strengthens how we can serve those needs.”
Stillwell has more than 31 years of financial services industry experience and joins RJFS after 10 years at his previous firm. He is a graduate of Michigan State University and holds the Raymond James Private Wealth Advisor and Chartered Life Underwriter® professional designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.93 trillion as of July 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Stillwell Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high‐net‐worth individuals, families and organizations.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.