December 27, 2018
Raymond James welcomes $140 million advisor in Westlake, OhioST. PETERSBURG, Fla. – Raymond James welcomed financial advisor William Hornung, CFP®, to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in Westlake, Ohio, according to John Kuklenski, Northern division director for RJA.
Hornung joins Raymond James from Wells Fargo Advisors, where he previously managed approximately $140 million in client assets. Joining him at the firm is Kathleen Miller, senior registered client service associate. Together, they operate as Ethos Wealth Management of Raymond James, primarily serving families, individuals and healthcare professionals.
“Raymond James offers us the infrastructure and technology we need to run our business and allows us to show clients who we are through the Ethos brand,” said Hornung, first vice president, investments. “Raymond James’ client-first philosophy and respect for our advisor-client relationships are key for us as we continue to serve our clients and the next generation of clients.”
Hornung has been in the financial services industry for over three decades, with the bulk of his career as an advisor spent at A.G. Edwards and, subsequently, Wells Fargo Advisors.
Miller has more than 30 years of financial services industry experience, starting with A.G. Edwards in 1988 and remaining with the firm after its acquisition by Wachovia and Wells Fargo Advisors.
“Bill and Kathy are a strong team who care deeply about their clients’ well-being,” said Kuklenski. “I’m excited to welcome them to the firm and am pleased that they found the culture and resources at Raymond James to be the best fit for 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.
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 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $764 billion. Additional information is available at www.raymondjames.com.