Raymond James Welcomes Utah advisor managing over $150 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Eric Holbrook, CWS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Casey McGee, Western assistant division director for RJFS.
Holbrook arrives from D.A. Davidson & Co., where he managed over $150 million in client assets, and is joined by registered client service associate Abigail Davis as well as receptionist Jan Lofthouse. As Holbrook Wealth Strategies based in Logan, Utah, they serve a variety of clients including families and individuals, business owners, sudden wealth clients and those in or nearing retirement.
“Bringing the capabilities of Raymond James to Cache Valley reflects my belief in offering clients something better. The firm’s technology, resources and support enable me to provide thoughtful financial guidance while staying focused on what matters most: people,” said Holbrook, president. “Here, I can prioritize client relationships and deliver planning that is both personal and forward-thinking.”
Holbrook is a graduate of Weber State University in Ogden, with a bachelor’s degree in organizational communications: training and development. His financial services career began in 2004, working at firms such Wells Fargo Bank, Goldman Sachs and TAB Bank. In 2013, Holbrook transitioned to financial advising at D.A. Davidson, working directly with clients and providing full-service financial guidance. In addition to his professional experience and education, Holbrook has obtained the Certified Wealth Strategist® (CWS®) designation from the Cannon Financial Institute.
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 $1.58 trillion as of May 31, 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. Holbrook Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.