Raymond James welcomes Orlando, Florida advisor team managing $227 million in assets
Independence and robust support attract team of financial advisors
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Dan Smith IV, Todd Bryant, Eric Carlson and David Pieronowski to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Operating as Signature Wealth Partners in Orlando, Florida, the advisors are joined by client services specialists Cathy Stockton, Diane Stallard and Elizabeth Hall. Together they serve a variety of clients including business owners, high-net-worth individuals, pre-retirees and corporate executives. The team was previously affiliated with MML Investors Services where they managed approximately $227 million in client assets.
“We chose to partner with Raymond James because it delivers economies of scale, yet we still maintain our independence so we can be the best advisors for our clients. This balance allows us to continue to provide customized solutions for our clients while utilizing all of the resources that come with a firm that manages over 1.2 trillion in assets,” said Smith, managing partner.
Smith has nearly 25 years of industry experience. After starting his career at Northwestern Mutual, he later transitioned to MML Investors Services. A graduate of the University of Central Florida, Smith is also a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Financial Consultant®, Chartered Life Underwriter® and a Chartered Advisor for Senior Living.
“As the world has changed over these past couple of years, our clients’ financial well-being has remained our top priority. Raymond James shares our unwavering client-centric focus which has become especially critical in these changing times,” said Bryant, partner.
Bryant has been a financial advisor since 2008 when he joined Northwestern Mutual. In addition to holding a bachelor’s degree from the University of Central Florida, Bryant is a CERTIFIED FINANCIAL PLANNERTM professional, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Chartered Life Underwriter®.
“The financial services industry is constantly evolving so having direct access to the firm leaders, subject matter experts and service areas at Raymond James headquarters here in Florida is a huge advantage for us and our clients,” said Carlson, partner.
Carlson has been a financial advisor since 2000 when he affiliated with Northwestern Mutual and then MML Investor Services. Carlson earned a Bachelor of Science degree in business administration from the University of Florida and is a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Financial Consultant®.
“Our affiliation with Raymond James has brought our team an industry-renowned investment management platform and cutting-edge technology. Having these resources will provide a quality experience for our clients,” said Pieronowski, partner.
Pieronowski began his financial services career in 2013 at Northwestern Mutual before moving to MML Investors Services. Pieronowski is a graduate of the University of Central Florida, where he earned a bachelor’s degree in finance.
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 $1.26 trillion..
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.