Earlier this week, Raymond James issued the following press release heralding our new partnership. We are proud to be a part of a firm that aligns with our client-first philosophy. To learn more about this partnership, visit this page on our website dedicated to transition news.
August 28, 2023
Raymond James welcomes $2.6 billion financial advisor group in California
ST. PETERSBURG, Fla. – Raymond James recently welcomed the team of 16 financial advisors and 23 branch professionals at Summit Financial Group to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, director for the RJFS Western division.
Based in San Ramon, California, Summit Financial Group, LLC. provides comprehensive planning and wealth management services to its clients, with a specialty in serving business owners. The team arrives from Securian Financial Services where they managed over $2.6 billion in client assets.
“It’s our pleasure to welcome the experienced advisors and staff at Summit Financial Group to Raymond James. The quality of service they provide, in addition to client-first values we share, have made for a natural alignment in our partnership,” said Counsman. “I’m proud that our suite of services, research intelligence and culture of independence at Raymond James continues to attract such high-caliber teams.”
The team of advisors at Summit Financial Group includes Nathan Bennett, Steven Wilcox, Don Ledoux, Jay Gilson, Vanessa Savage, Gina Morais, Brendan Noonan, John O’Dea, Aaron Peabody, Michael Schomaker, Cody Smith, Jeneen Slack, Connor Merrigan, Kim Damiani, Dash Grammer and Robert Avey.
“After a strenuous due diligence process, Raymond James became our top choice because of its resources, client-first culture, and the caliber of people in leadership. The firm has the integrated technology that allows us to serve clients at a high level and the horsepower to help deliver solutions in the most complex financial situations. We are confident that our partnership with Raymond James will help allow us to deliver on our vision of Enriching Lives, specifically those of our clients, our people, and our community,” said Bennett, partner, Summit Financial Group.
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 approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.31 trillion as of July 31, 2023. Additional information is available at raymondjames.com.