Raymond James welcomed three independent advisors managing more than $460 million in Texas
ST. PETERSBURG, Fla. – Raymond James recently welcomed three veteran advisors to different offices of Raymond James Financial Services, Inc. (RJFS) – the firm’s independent broker/dealer. Jason “J.J.” Croix, CFP®, CPA, Michael MacRory, CFP®, and Jeffrey “Chance” Shoop, were previously affiliated with LPL in different locations: El Campo, Texas, Houston and Center, Texas, respectively. Combined, the advisors manage about $466 million in client assets.
“We’re pleased to welcome J.J., Chance and Michael to our independent channel,” said Kirk Bell, Central regional director for RJFS. “They came from three different offices, yet through conducting due diligence together, all three found the research, technology, support and freedom at Raymond James to best meet their needs and the needs of their clients going forward.”
Croix, MacRory and Shoop previously worked at Edward Jones together, and then moved to LPL within a year of each other in the early 2000s. With similar values and business goals, they found it beneficial to conduct due diligence together, again.
“Our businesses aren’t exactly the same, but we were all looking for an independent firm with top-notch research and service,” said Croix. “We found the research and expertise at Raymond James to be superior. During our home office visit, culture was truly a differentiator as well. Associates and support staff are friendly and eager to help. The service, coupled with such notable research, made Raymond James a great fit for all three of us and our practices. We’re really looking forward to our new partnerships with the firm.”
“Also key to our decision to join Raymond James is the firm’s integrated platform, which offered us the trading support, research, retirement planning support and more, all under one roof,” said MacRory. “We’re looking forward to using the firm’s technology, particularly the Account Aggregation tool, which will help document external assets and give our clients a more holistic financial picture. Being on this platform will help us and our clients across the board.”
Croix, a financial advisor and Certified Financial Planner™ professional, manages about $235 million in client assets and operates as Croix Wealth Management, an independent firm in El Campo, Texas. Also joining Croix at Raymond James are financial advisor Melissa Guttenberger, client service manager Kim Staff and client service associates Sherry Stanley and Sara Potts.
MacRory, Certified Financial Planner™ professional and financial advisor at Centre Wealth Management, an independent firm in Houston, manages about $135 million in client assets. Also joining him at Raymond James are client service associate Carmen Laughlin and branch manager Haydee Miller, MBA.
Shoop, operating as Shoop Financial Services, an independent firm in Center, Texas, manages about $96 million. Joining him at Raymond James are client service representatives Cheryl Green and Allison Sanford.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $600 billion.