Our mission at the Zollinger & Colvin Financial Group of Raymond James is to provide quality investment advice and portfolio management, according to our clients’ wishes.
Bill began his career in 1962 as a CPA for Ernst & Ernst in New Orleans, LA. Shortly thereafter, he went to work for his family’s well-known investment firm, Scharff & Jones. Bill started as the Controller, where he took the company from a "pen & ink" system to computerized accounting. He eventually moved to Baton Rouge to run the local office for Scharff & Jones. In 1990, the family firm merged with regional brokerage Morgan Keegan & Co, now Raymod James, where Bill has served as Managing Director.
Matt earned his Bachelor’s degree in Finance in 2003 from LSU and then began his career in the financial services industry at New York Life. There, he learned the administrative and managerial components of the life insurance business. After several years, he joined Morgan Keegan, now Raymond James, as a Financial Advisor to pursue his passion – Investments and Financial Planning. Matt, Bill and Brigette formed the ZCFG in 2008. Matt specializes in investment advice and management, as well as providing retirement income & financial planning for clients. In January 2012, Matt earned the CERTIFIED FINANCIAL PLANNER™ designation. He stays active in the community as Board President of Cancer Services of Greater Baton Rouge and also serves on the CFP Advisory Board for LSU.
CFP® | CERTIFIED FINANCIAL PLANNER™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Brigette has 26 years of experience in the financial services industry. She has worked with the ZCFG for five years as a Registered Client Service Associate. A Series 7 licensed individual, Mrs. Messina handles operational and administrative duties and has a passion for delivering top-quality service to our clients. Brigette and her husband, Randy, have two children and one grandchild.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 7,100 financial advisors
- More than 2.9 million client accounts
- Over 2,900 locations throughout the United States, Canada and overseas
- Approximately $617 billion in total client assets
- BBB1, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 12/31/2016
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.