Raymond James welcomes St. Petersburg, Florida financial advisor team managing $325 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Paul Manfrey, ChFC®, Greg Bell and Colin Long, CFP® to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in St. Petersburg, Florida, according to Bert White, Florida regional director for RJA.
Operating as The HarborView Group of Raymond James, the team previously managed more than $325 million in client assets as part of Morgan Stanley. Also making the move to Raymond James is senior registered client service associate Shannon M. Gonzalez and client service associate Judy Wilson. Together, the group serves a variety of clients, including multigenerational families, individuals, professionals, small business owners and non-profit organizations.
“Moving The HarborView Group to Raymond James has been one of the best decisions in my 30 years in this business. I could not be happier,” said Manfrey. “Raymond James has provided us with levels of support I’d never experienced to make our transition – and our clients’ transition – as seamless as possible. That experience speaks directly to the culture and values of this organization. As an advisor, putting my clients’ needs first is a given. Knowing that mindset is echoed and supported, makes all the difference. I am confident in my belief that there’s simply no better home for our clients – and our group – than Raymond James.”
“What attracted us to Raymond James is the client-first mentality from the top-down, understanding that the client relationship is first and foremost with the advisor rather than the firm,” said Long. “The Raymond James platform provides us with quality resources, technology and support to engage with our clients in a way that fits best for them. We were also thrilled at the opportunity to join the home office in St. Petersburg. Being able to connect in-person with management, analysts, directors, specialists only deepens the insight that we can bring to our clients.”
Manfrey is co-founder and senior vice president, wealth management at The HarborView Group, as well as the manager for RJA Carillon Branch. He has over 30 years of experience in the financial services industry, having also spent time as an independent branch owner and manager. Prior to joining Raymond James, he spent two decades as an advisor at Wells Fargo and 9-years with Morgan Stanley. Manfrey earned his Bachelor of Arts in economics from the University of South Florida and completed the Chartered Financial Consultant® designation, awarded by The American College.
Originally from Portsmouth, Virginia, Bell is co-founder and vice president, wealth management of The HarborView Group. Bell is an experienced financial advisor with over 44 years spent in the financial services industry. He started his career at Merrill Lynch and since worked at several firms, including Prudential-Bache Securities, Chase Manhattan Investment Services and Morgan Stanley. Earlier in his career, Bell was also an independent branch owner of Raymond James Financial Services. He obtained his bachelor’s degree from the University of Florida.
A native of St. Petersburg, Long is also co-founder of The HarborView Group, serving clients as vice president, wealth management. He got his start in the financial services arena in 2011 with Wells Fargo, transitioning to Morgan Stanley the following year. Long earned two bachelor’s degrees, in finance and economics, from Florida State University. Additionally, he is a CERTIFIED FINANCIAL PLANNERTM certificant.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 59 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 $1.22 trillion. Additional information is available at raymondjames.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.