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TrustPointe Financial Client Announcement

09.30.25 // Announcement // Blog Article //

Dear Valued Client,

We are excited to share some important news with you. Rodenbaugh Wealth Management of Raymond James is becoming TrustPointe Financial of Raymond James. This new name reflects our commitment in helping families and entrepreneurs build lasting legacies, with a focus on trust, guidance, and financial clarity.

While our name is changing, what matters the most is not: the relationships that we’ve built with you. We are grateful for your confidence in us. Our aim is to continue walking with you through every decision and milestone with dedicated service to help you reach your financial goals.

As part of this transition, we are also expanding our team. These members share our values and commitment to service. Qlirim Dauti, Financial Advisor (pronounced Shaleem) and Mellinda Perkins, Customer Service Associate. Qlirim and Mellinda both have years of experience providing white glove service to their clients.

Your trust is the foundation of everything we do. We look forward to continuing this journey with you under our new name. Please know that your accounts, relationships, and service will remain seamless throughout this transition.

We invite you to visit our new website at www.TrustPointeFinancial.com.

Thank you for allowing us to be a part of your financial journey. We are excited about the future and honored to serve you as TrustPointe Financial of Raymond James.

Warm regards,

Mike, Linda, and Ashley

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TrustPointe Financial of Raymond James

 

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