April 12, 2023

Raymond James welcomes financial advisor managing nearly $330 million in Salt Lake City

ST. PETERSBURG, Fla. – Raymond James continues its growth in the west as it welcomes financial advisor William “Bill” Anderson, CFP®, AAMSTM, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bill Counsman, Western division director for RJFS.

As owner of S.W. Anderson Financial in Salt Lake City, Utah, Anderson is joined by office manager Emily Rodarte. Among their clients are high-net-worth individuals and families, business owners, women investors and pre-retirees. Anderson was previously affiliated with Edward Jones, where he managed nearly $330 million in client assets.

“Through the due diligence process, I was drawn to Raymond James for its extensive suite of software applications, its deep support teams in every department, as well as its investment tools and solutions. I’m confident that the additional freedom and resources will allow me to better help clients meet the financial goals that matter to them most,” said Anderson.

Anderson began his career as a wealth manager and financial planner in 2002, following 21 years serving as an Army officer. At his previous firm, he was selected as one of three advisors to serve on the investment policy committee to provide feedback on the firm’s guidance to help clients realize their financial plans.

Committed to continuous education, Anderson holds both CERTIFIED FINANCIAL PLANNERTM and Accredited Asset Management SpecialistTM professional designations. He earned a bachelor’s degree in engineering from the United States Military Academy at West Point, a master’s degree in space operations from the Air Force Institute of Technology and a master’s degree in business information systems from the University of Alabama. 

About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.20 trillion as of Feb. 28, 2023. Additional information is available at

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. S.W. Anderson Financial is not a registered broker dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

AAMSTM and Accredited Asset Management SpecialistTM are registered service marks of the College for Financial Planning.