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FUNDRAISING NEWS | October 14, 2024

RayJay Scores $250M Indiana Team from Edward Jones

Tags: Personnel, Financial Advisor Move

Raymond James announced the addition of a Sullivan, IN-based team from Edward Jones, where they managed over $250M in client assets, in an October 8 press release.

In the transition to Raymond James, Bryan Burkhart has established Burkhart Wealth and Retirement of Raymond James with his daughters and fellow financial advisors Gabriele E. Burkhart and Gretchen K. Burkhart. They are accompanied by client service associates Lisa A. Chastain and Megan Simpson. The team services healthcare professionals, business owners, and retiring or retired clients.

The Burkhart group will operate as part of Raymond James’ Evansville, IN, branch, reporting into its manager Timothy Gunn. 

View the press release here.

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Written By: Matt Hirst, Editorial Director

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