A Boulder, Colo. advisor team is taking its services to Raymond James.
The duo of Jens Fonnesbeck and Christopher Doll will join First Investments & Planning, the wealth management division of First National Bank of Omaha (FNBO) and a current affiliate of the Raymond James Financial Institutions Division, according to an announcement from Raymond James.
Fonnesbeck and Doll join Raymond James from U.S. Bancorp, where they managed $107 million in client assets. Both men each have over a decade of experience in the financial services industry, in rolls that span both banking and wealth management.
Fonnesbeck, Doll and client relationship associate Aaron Sandry will join financial advisor Katherine Stinson and client relationship associate Gina Hostetler in FNBO’s Boulder branch.
First Investments & Planning advisors are broker and advisor affiliates of Raymond James Financial Services.