Raymond James Recruits $130 Million Advisor Team in Louisville, Kentucky
ST. PETERSBURG, Fla. – Raymond James recruited financial advisors James “Jim” Trimpe and Timothy Stolt to Raymond James & Associates, Inc. (RJA) – the firm’s traditional employee broker/dealer – in Louisville, Kentucky, according to Van Thompson, Mid-Atlantic regional director for RJA.
The advisors, along with senior registered client service associate Lori Rupe, join Raymond James from Wells Fargo Advisors, where Trimpe previously managed approximately $130 million in client assets.
“I had been looking at other firms with the criteria that it first had to be a good fit for my clients, and secondly, a good fit for our practice. I found that winning combination at Raymond James,” said Trimpe, senior vice president, investments. “There were a few things that really attracted me to Raymond James. First, the firm remains focused on its primary business being its advisory business, whereas some firms operate as a subsidiary of a bank. Second, the firm gives advisors the ability to choose who they do business with and doesn’t put limitations on minimum account size. Third, everyone I met at Raymond James throughout this process kept reiterating how much I would like being an advisor here. After more than 30 years in the industry, I know that’s hard to find at other firms.”
An industry veteran, Trimpe has over three decades of financial services industry experience, beginning at Prudential Financial in 1985 and later working at J.C. Bradford & Co. and Wells Fargo. He earned his bachelor’s degree from Indiana University Bloomington.
Stolt joined Trimpe’s team as a financial advisor in 2015, after years of Tax Credit Finance experience with PNC Bank N.A. He received his bachelor’s degree from Murray State and his MBA from Bellarmine University.
Rupe has been in the industry for more than 27 years. She was previously a registered client associate with Wells Fargo, and before that, she spent 15 years at Merrill Lynch as a registered client associate and the branch manager’s assistant.
“We’re proud that Raymond James’ client-first approach and freedom given to our advisors continue to attract experienced financial advisors like Jim and their teams,” said Thompson. “I’m pleased to welcome Jim, Timothy and Lori and wish them success in the continued growth of their practice here at Raymond James.”
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 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $750 billion. Additional information is available at www.raymondjames.com.