FUNDRAISING NEWS | June 13, 2024
Raymond James Financial Services adds financial advisor Devona Benavidez. Benavidez joins ZeroThreeSixty Wealth Partners in Albuquerque, New Mexico, with branch associates Mackenzie Merony and Jacqueline Martinez. The team specializes in investment planning and discretionary portfolio management, focusing on retirement income distribution strategies.
Previously with Wells Fargo, Benavidez managed over $115 million in client assets. With more than 15 years of industry experience, she serves as co-branch manager. Benavidez is dedicated to continuous education as a CFP professional and CDFA. She leads her team in providing comprehensive financial services, leveraging her credentials to assist clients in pursuing their long-term financial goals through personalized, comprehensive planning.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
