Raymond James welcomes $170 million financial advisor duo in Indiana
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jefferson Hankins, CFP® and Kurt Boggs, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
The advisors are founders of Hankins & Boggs Group, a branch of Reynolds Wealth Management, in Warsaw, Indiana. Together they serve clients with a focus on holistic financial planning, retirement and income planning, investment management and insurance planning. Arriving from PNC Investments, they previously managed approximately $170 million in client assets.
“After a multiyear due-diligence process, we made the decision to partner with Reynolds Wealth Management and Raymond James for the extensive resources, attention to detail and, most importantly, the trust between all parties to do what is right for clients. We are excited that we are able to bring a full-service experience inclusive of financial planning, expanded investment strategies and banking and lending solutions,” said Hankins.
Hankins began working in the financial services industry in 2004 and has spent the last 16 years as a financial advisor with PNC Investments and Natcity Investments. He holds the CERTIFIED FINANCIAL PLANNERTM professional designation in addition to a Bachelor of Science in finance from Manchester College.
“With the combination of Raymond James’ resources and our dedication to clients, Jefferson and I are excited to provide custom-tailored strategies for financial planning and investment management through this partnership,” said Boggs.
Boggs offers a decade of financial industry experience and began serving clients as a financial advisor in 2015. In addition to his designation as a CERTIFIED FINANCIAL PLANNERTM professional, he is a graduate of Indiana University, Bloomington, with a Bachelor of Arts in economics.
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 $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.