December 17, 2020

Raymond James welcomes advisors managing $130 million in assets in Mansfield, Ohio

ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Richard Sjostedt, Robert Rice, Brian Robertson, and registered branch professional Steven Diehl to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel, in Mansfield, Ohio, according to David Sisemore, Midwest regional director for RJFS.

The advisors join Raymond James from Merrill Lynch, where they collectively managed $130 million in client assets. Now affiliated with Raymond James, the advisors operate as Platinum Family Wealth (PFW).

“The decision to move our practices to RJFS has proven to be the right one,” said Robertson. “It allows us to truly focus on our clients’ planning needs, which drives our investment process. The systems, data security, technology and efficiencies allow us to build robust strategies that place our clients’ goals in the center of all we do.” 

Sjostedt, partner of PFW and RJFS financial advisor, has been in financial services for over 24 years; Rice, partner of PFW and RJFS financial advisor, six years; and Robertson, managing partner of PFW and RJFS financial advisor, more than 14 years. Each advisor had spent the bulk of their career at Merrill Lynch prior to joining Raymond James.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting 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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $923 billion.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Platinum Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.