Raymond James Recruits $230 Million Advisor Team in Chesterfield, Missouri
ST. PETERSBURG, Fla. – Raymond James recruited financial advisors Todd Krentz, CFP®, AIF®, Justin Brown, AIF®, and Michelle Evans, MBA, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent broker/dealer – in Chesterfield, Missouri, according to David Sisemore, Midwest regional director for RJFS.
Krentz, Brown and Evans operate as Krentz Financial Group and join from Stifel, Nicolaus & Co., where they previously managed approximately $230 million in client assets.
“As a leading financial services firm, Raymond James provides a solid footprint and comprehensive resources while allowing us the independence to successfully run our business,” said Krentz, president of Krentz Financial Group and RJFS advisor. “It’s important to us to provide a very engaging experience for our clients, and establishing an independent practice at Raymond James significantly enhances our value proposition to clients. The firm’s significant investments in technology each year reflect its commitment to providing a compelling experience for both advisors and clients. We’re confident our move to independence was the best decision for us and on behalf of our clients.”
Krentz has been in the industry for more than 20 years. Prior to Raymond James, he served as a senior vice president, investments, at Stifel and before that was an advisor with A.G. Edwards/Wells Fargo. Krentz earned his bachelor’s degree from Bradley University in Peoria, Illinois, and is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
Brown, financial advisor and branch manager, began his financial services career in 1999 with Morgan Stanley Dean Witter before moving to Walnut Street Securities and later Stifel. A graduate of the University of Missouri – Columbia (Mizzou), he holds a bachelor’s degree in Consumer and Family Economics.
Prior to joining Raymond James, Evans, financial advisor, served as a registered client service associate and transition specialist at Stifel. She earned her bachelor’s degree in Finance and MBA in Management from Lindenwood University.
“I am pleased to welcome Todd, Justin and Michelle to Raymond James as they build and grow their independent practice,” said Sisemore. “The freedom and flexibility, coupled with the resources and level of support at Raymond James, are a unique offering that continues to resonate with high quality advisors.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque 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 4,300 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 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $736 billion.