Raymond James welcomes $330 million advisor team in Chicago, Illinois
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Todd Hamilton, CFP®, and Robert Thompson, AAMS®, to Raymond James & Associates (RJA) – the firm’s employee advisor broker/dealer – in Chicago, Illinois, according to Patrick O’Connor, Northern divisional director for RJA.
Hamilton and Thompson come to Raymond James from Wells Fargo Advisors, where they previously managed $330 million in client assets. They join the Chicago office managed by Mike Townsend, CFP®, and are joined by Senior Registered Client Service Associate Alexis Newman. The team operates as Hamilton Thompson Wealth Management of Raymond James.
“The service and resources at Raymond James are unmatched,” said Hamilton. “Everything that was discussed during our home office visit has been proven and met, and the support has exceeded our expectations. We felt a sense of inclusiveness at Raymond James from the local level all the way to the top, and that is very unique.”
Hamilton has more than 25 years of financial services experience. He spent the first 14 of those years within the private client group of Merrill Lynch, followed by the subsequent transition of his practice to Wells Fargo Advisors. Hamilton earned his first securities registrations before graduating from Denison University. In 2006, he earned the Certified Financial Planner™ certification.
“We are very excited for the opportunities from a marketing perspective by having an in-house agency,” said Thompson. “In addition, the firm’s leading technology was very appealing. It is intuitive, modern and provides an ease of doing business.”
Thompson has been in the financial services industry for 35 years, beginning his career at A.G. Edwards as a financial advisor, and most recently serving as a financial advisor at Wells Fargo. Thompson is a graduate of Kenyon College and holds the Accredited Asset Management SpecialistSM designation from the College for Financial Planning.
“With a combined 60 years of financial services experience, Todd and Robert are wonderful additions to the firm,” said O’Connor. “I am pleased our unique culture and resources continue to be a deciding factor for experienced advisors like this duo.”
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 57 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 8,000 financial advisors throughout the United States, Canada and overseas. Total client assets are $854 billion. Additional information is available at raymondjames.com.
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.