FUNDRAISING NEWS | August 21, 2024
Raymond James has welcomed the wealth advisory team of Security Wealth Management, which operates within Security Savings Bank, into its Financial Institutions Division (FID). The team, based in Sioux Falls, South Dakota, was previously affiliated with LPL Financial.
The team consists of financial advisors Jon Gadberry, Brad Jarabek, and Sean Powell, along with registered representative Tim Houska and Client Service Manager Joshua Reid. Together, they manage approximately $165 million in client assets.
This new alignment allows the team to provide investment and wealth management services through Raymond James Financial Services, Inc. By partnering with Raymond James, Security Wealth Management can now utilize the firm's extensive financial planning tools for their clients. With these enhanced resources, the wealth management team is well-positioned to more effectively achieve their clients' financial objectives. This partnership also represents a valuable expansion for Raymond James' Financial Institutions Division.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
