Raymond James Recruits $1.4 Million Advisor Team in Kansas City, Missouri
ST. PETERSBURG, Fla. – Raymond James recently recruited financial advisors Jeff Holloway, CFP®, and Sean Harman, CFP®, to Raymond James Financial Services, Inc., (RJFS) – the firm’s independent broker/dealer – in Kansas City, Missouri, according to David Sisemore, Midwest regional director for RJFS.
“I am very happy to welcome Jeff and Sean to Raymond James’ independent channel, which continues to expand with the addition of great teams like theirs,” said Sisemore. “We’re proud that our culture continues to be a differentiator in the minds of advisors, and we’re pleased to welcome such experienced advisors whose client-first focus and values align so closely with that of the firm’s.”
The pair joins Raymond James from Wells Fargo Advisors Financial Network, where they previously managed $275 million in client assets and had approximately $1.4 million in production. Joining the advisors at Raymond James are senior registered associate Betty Wilson, senior client associate Amanda Miller and registered associate Whitney Scobee. The team operates as Holloway Harman & Associates, and offers securities through Raymond James Financial Services. Inc., member FINRA/SIPC, and serves a variety of clients, including retirees, business owners, executives and families.
“We were looking for a traditional financial services firm that was just that. Our main goal was finding a brokerage firm whose primary focus was wealth management, and after talking with several firms, Raymond James rose to the top,” said Holloway, RJFS financial advisor and partner at Holloway Harman & Associates.
“The technology was very impressive, but when visiting the home office, what stood out most about Raymond James was its culture. It quickly became obvious that the client-first, advisor-centric culture was exactly what we were looking for,” added partner and RJFS financial advisor Harman.
Holloway, a CERTIFIED FINANCIAL PLANNER™ professional, has been an advisor for more than 20 years. He began his financial services career at Edward Jones, later working for A.G. Edwards and Wells Fargo Advisors, before forming Holloway & Harman Capital Management in 2010. He and Harman then formed Holloway Harman & Associates in 2016 while at Wells Fargo FiNet before joining Raymond James this year. Holloway graduated from the University of Missouri – Kansas City, with a B.B.A. in business and finance.
Harman, a CERTIFIED FINANCIAL PLANNER ™ professional, has more than 15 years of industry experience. He also started his financial advisory career at Edward Jones, later working for A.G. Edwards and Wells Fargo Advisors before joining Wells Fargo FiNet and forming an independent practice with Holloway. Harman graduated with a B.S.B.A. from Missouri Western State University.
Wilson began her career in the brokerage business in 1980 at Edward Jones and has been a part of the Holloway Harman & Associates team since its beginning. Miller has been in the financial services industry since 2000, beginning with First Union Securities, which was acquired by Wachovia Securities and then became Wells Fargo Advisors. She has been with the team since 2013. Scobee began her career in financial services at Wells Fargo FiNet and joined the team in 2010.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered 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 3,700 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 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $643 billion.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Holloway Harman & Associates is not a registered broker/dealer, and is independent of Raymond James Financial Services.