Raymond James welcomes South Carolina financial advisor managing over $109 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisor L. “Travis” McIntosh, AAMS® to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Courtland Williams, regional director, Southeast for RJA.
Based out of Sumter, South Carolina and with over 20 years of experience in financial services, McIntosh heads McIntosh Wealth Management of Raymond James, which serves a diverse array of clients, including families and individuals. He previously managed over $109 million in client assets with Truist Wealth.
“When searching for a new home, it was imperative to find a firm that places clients first,” said McIntosh, senior vice president. “Raymond James is client and advisor focused, the technology and reports are client-friendly and the support for the local branches is excellent.”
McIntosh began his career in 2000 as a Financial Advisor with A. G. Edwards & Sons. He joined BB&T Scott & Stringfellow in 2006, which later became Truist. McIntosh is a graduate of the College of Charleston, where he received his Bachelor of Science in accounting in 2000. He received his MBA in 2009. McIntosh is an Accredited Asset Management SpecialistSM.
Cindy McGhee, senior client service associate, has been on McIntosh’s team since 2016 and joined him in the new office.
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 $1.23 trillion. Additional information is
available at www.raymondjames.com.
AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.