Raymond James welcomes experienced financial advisor managing $225 million in client assets in Indiana
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisor Timothy Meek, AAMS® to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – in Linton, Indiana, according to David Sisemore, Midwest division director for RJFS.
Meek joins Raymond James from Edward Jones where he managed approximately $225 million in client assets. As Meek Financial Services, the team serves a variety of clients including business owners, retirees, families, women investors, endowments and foundations. He is joined by Deann Lehman, senior client service associate.
“My main reason for transitioning to Raymond James Financial Services is simple; now I am able to manage my office independently. Backed by the full support of Raymond James, I will be empowered to continue the prudent management of my client’s investment portfolio, helping them to achieve their short- and long-term goals as they establish wealth for future generations,” said Meek.
As president of Meek Financial Services, Meek offers over 25 years of financial services experience through his tenure at Edward Jones. A graduate of Iowa State University, he holds a Bachelor of Business Administration degree in addition to the professional designation of Accredited Asset Management SpecialistSM from the College for Financial Planning.
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 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.23 trillion.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.