FUNDRAISING NEWS | June 27, 2024
Raymond James has welcomed financial advisor Kevin Mize. Based in Scotts Valley, California, Mize will operate as Earthrise Financial within the independent advisor channel, and is joined by client service associate Sebastian Henshaw.
They provide comprehensive wealth management services to a diverse client base, including business owners, multi-generational families, churches, and charitable foundations. Mize previously managed over $200 million in client assets at Morgan Stanley. He chose to join RayJay to align with the growing trend of independent firms in the financial services industry, finding Raymond James’ corporate culture and respect for independence a perfect fit. Mize brings 37 years of experience in financial services, with the last 23 years at Morgan Stanley. He holds a Bachelor of Science in commerce from Santa Clara University and is a CFP professional.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
