Raymond James welcomes Washington financial advisor managing $100 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Debi Gregory to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS.
At DG Financial in Puyallup, Washington, Gregory is joined by client service associates Wendi Bertram and Katie Irwin. Together they provide comprehensive financial services to a range of clients, specializing in managing retirement and long-term care costs and preserving assets through times of market volatility. Gregory arrives from Edward Jones where she previously managed approximately $100 million in client assets.
“My clients have always been my top priority, so partnering with a firm that supports those relationships and provides the independence to serve their financial needs how I see fit is essential. In addition to fitting that bill, Raymond James offers advanced investment research, products and resources, combined with an integrated and practical technology platform to help further enhance the client experience,” said Gregory.
Gregory serves as president and CEO of the practice, bringing nearly 15 years of advisory experience gained at her previous firm. She has also earned professional designation as both a Chartered Retirement Planning CounselorTM and an Accredited Asset Management Specialist®. A graduate of Central Washington University, Gregory holds a Bachelor of Science in business administration.
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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.53 trillion as of Apr. 30, 2025. 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. DG Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.