Raymond James Recruits $150 Million Team in Austin, Texas
ST. PETERSBURG, Fla. – Experienced financial advisors John R. Edgecomb Sr., and his son John Robb Edgecomb Jr., CFP®, CRPC®, recently joined the Austin-Barton Hills office of Raymond James & Associates (RJA) supported by Austin Complex Manager Kirk Price, according to Pat Allison, Western divisional director for RJA – the firm’s traditional employee broker/dealer.
The pair, former Merrill Lynch advisors who managed more than $150 million in client assets, will operate as The Edgecomb Group of Raymond James. In addition, Edgecomb Jr. will serve as the branch manager of the Austin-Barton Hills Branch. They are joined by Senior Investment Portfolio Analyst Evette Mock-Hernandez, CRPC®, and Senior Registered Client Service Associate Mia Salomon.
“We looked for a firm with strong values and a commitment to put the clients’ interests first,” said Edgecomb Jr. “Raymond James not only values the advisor-client relationship but also embraces a high level of trust. This is a key ingredient in providing clients a first class level of service. It was exciting to learn that additionally, the firm supports us with cutting edge technology, extremely efficient systems, and a great service-first attitude. We are enthusiastic to continue our growth with Raymond James.”
“I have been particularly impressed with the ease and efficiency of all of the firm’s systems,” added Edgecomb Sr. “The trading platform, the bond desk, the powerful Goal Planning & Monitoring software, all help us generate our custom portfolio models and client reports. It’s been delightfully easy to acclimate. We consider it a differentiator for our clients.”
Senior Vice President of Investments Edgecomb Sr. began his financial services career in 1980 at Merrill Lynch where he remained for 37 years. He earned his bachelor’s degree in economics and finance from Southwestern University in Georgetown, Texas. John is active in the Austin community, working with various organizations including Habitat for Humanity, Leukemia & Lymphoma Society, and United Way.
First Vice President of Investments Edgecomb Jr. began his financial services career in 2005 with Merrill Lynch and partnered with his father after graduating early from the training program in 2007. He graduated with a bachelor’s degree in business with a concentration in Spanish international business from St. Edward’s University in Austin and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor™. While at Merrill Lynch, Robb held many positions in addition to International Financial Advisor including, Market Training Program Manager, Divisional Training Program Manager, Sales Manager, Branch Manager and National Faculty Member. He was also a highly rated and sought after national speaker in practice management and goals-based planning.
“We are so pleased to welcome John and Robb, Evette and Mia to Raymond James,” said Price. “Their commitment to putting their clients’ interests first is in total alignment with Raymond James values, and we are delighted they have discovered all the tools and resources we have available here at the firm to help them continue to grow their business.”
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.
Chartered Retirement Planning Counselor℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $664 billion.