Raymond James Financial Services Inc. has recruited a financial advisor with $175 million in client assets to its independent advisor channel in Lyons, Kansas, the company has announced.
Patrick Fulton joins Raymond James from Edward Jones, where he spent 10 years. He is joined by client service manager Monica Otto and client service associate Amanda Beaver. The team operates as Salt Creek Wealth Advisors.
Fulton, who founded Salt Creek Wealth Advisors, said the pandemic has made clear the need for innovative resources and comprehensive support, and Raymond James offers those capabilities. “Their investment options – and the freedom of being able to run our business as we see fit – give us the opportunity to unlock the true potential of our team and what we can do for our clients,” he said.
Raymond James Financial Services is a wholly owned subsidiary of Raymond James Financial Inc., which has about 8,200 financial advisors throughout the U.S., Canada and overseas, and a total of $908 billion in client assets.