Raymond James welcomes Georgia financial advisor teams collectively managing $308 million in client assets
ST. PETERSBURG, Fla. – Raymond James welcomed two financial advisor teams in Georgia to Raymond James & Associates (RJA) – the firm’s employee advisor channel, according to Deborah Cicatelli, Mid-South regional director for RJA. The advisors joined RJA’s Atlanta complex, led by manager Craig Norton.
Located in RJA’s Dalton, Georgia office are former Truist financial advisors Joel Theis, vice president, and Zach Theis, who is part of the firm’s Advisor Mastery Program (AMP) for new financial advisors. They previously managed $189 million in client assets.
“With a focus on the wealth management business and a culture that values a client-first service mentality, Raymond James is a great fit for us and the needs of our clients,” said Joel Theis. “They have top-notch support and technology offerings that create efficiencies and allow us to focus our time on serving clients.”
Joining RJA’s Fayetteville, Georgia office are financial advisors Joshua Pruitt, vice president, wealth management, and Harry Pence and Demetrios Protopapadakis, who are both part of the firm’s AMP program. Joined by Jammie Perri, senior registered client service associate, they come to Raymond James from Merrill Lynch, where they previously managed $119 million in client assets, and operate as Pruitt & Associates Wealth Management of Raymond James.
“We welcome Joel, Zach and the Pruitt & Associates team to Raymond James,” said Cicatelli. “Adding financial advisors who share the firm’s passion for client service is a testament to the culture on which the firm is founded. It is especially rewarding to prepare a new generation of financial advisors via our AMP holistic training program to serve the next generation of clients.”
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 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 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion. Additional information is available at raymondjames.com.