St. Petersburg, Fla.-based Raymond James has announced the addition of Brian Chappell, a Jacksonville, Fla.-based financial advisor managing nearly $140 million in client assets.
Chappell joins Raymond James Financial Services, the firm’s independent advisor channel, from UBS Financial Services. He is joined by branch professional Ian Atkinson.
“Through this alignment with Raymond James, I’m able to structure and run my business, office and staff how I see fit, bringing service closer to my clients,” said Chappell in a press release. “I’m confident that this partnership will allow me to provide the right guidance and tailored strategies to clients in a more personal, effective way.”
Raymond James oversaw approximately $1.26 trillion in client assets as of Sept. 30.