Raymond James Financial Services today announced that the 11-person team at Silversage Advisors has joined RJFS’s independent advisor channel in Irvine, Calif.
Silversage Advisors comes on board from Geneos Wealth Management, where it managed roughly $417 million in client assets.
The firm is led by financial advisors Jeffrey Garell, Robert Emmer and Michael Campbell. The rest of the Silversage team includes Matthew Mendoza, service advisor; Karin Mason Garell, CFO of Silversage Advisors and RJFS office manager; Lynn LaTendresse, client services manager; Kristin Evans, investment portfolio associate; Peggy Pinkerton, client relationship manager; and client service associates Cynthia Terrazas, Christopher Deo, Dominic Bastone and Thorne Saunders.
“Previously operating as a hybrid RIA, our team wanted to transition to a business model through which we could leverage a large, national firm’s compliance and technology resources, while maintaining our independence and freedom,” said Garell, founding principal of Silversage Advisors and RJFS registered principal.
Garell has almost 35 years of industry experience in Southern California. He is a certified financial planner practitioner and an active member of the Financial Planning Association of Orange County. He earned his bachelor’s degree in history and business from UCLA.
Emmer, registered principal, is a certified financial planner with more than 40 years of industry experience. Prior to beginning his financial services career, Bob served three years in the United States Army, including a one-year tour in Vietnam. In addition to serving his clients, Emmer has taught financial planning classes at University of California Berkeley Extension for 10 years.
Campbell, financial advisor, began his financial services career eight years ago with Edward Jones. He graduated with his bachelor’s degree from San Diego State University.
Based in St. Petersburg, Fla., Raymond James Financial Services has about 8,200 financial advisors across the country with total client assets of $930 billion.