Financial advisors Chuck Crist, Chuck Gillingham and Ryan H. Jones have joined the Raymond James & Associates (RJA) employee advisor channel, the company announced today in a news release.
The team, which operates as Veritas Wealth Management of Raymond James in St. Augustine, Fla., was formerly with BB&T Securities LLC, where they managed more than $500 million in client assets for a diverse clientele of high-net-worth families, business owners, executives and foundations.
“Raymond James allows us to offer a truly comprehensive approach to wealth management, while providing us the full freedom to do what is in the best interest of our clients,” Jones, senior vice president, Investments, said in the news release.
Jones has been in the industry for more than 21 years, with experience at firms such as Wells Fargo Advisors and BB&T Securities. He earned his bachelor’s degree from the University of Florida.
Crist, senior vice president, Investments, said in the news release that he and his partners were happy to align their practice with a firm that shared their values and commitment to clients.
“The technology and support at Raymond James will enable us to give our clients even better service and more in-depth financial plans,” he said.
Crist joined the financial services industry more than 24 years ago. Prior to affiliating with BB&T Securities, he was with Wells Fargo Advisors. Crist earned his bachelor’s degree from Flagler College.
Gillingham, senior vice president, Investments, has more than 25 years of industry experience. He is also an alumnus of Wells Fargo, as well as BB&T Securities.
“Our ultimate goal is to support our clients in achieving their financial goals,” added Gillingham. “With that in mind, we focus on designing long-term diversified investment strategies and high-value financial planning. We’re excited to partner with Raymond James as we continue to deliver on our promise to our clients.”
Joining Crist, Gillingham and Jones at Raymond James are Senior Investment Portfolio Analyst Mark A. Jones, Senior Registered Client Service Associate Susan Dampier, and Registered Client Service Associate Amy Barrett.
The practice is part of the North Florida complex led by Gregg W. Stupinski.
Founded in 1962, Raymond James Financial is an American multinational independent investment bank and financial services company.