Raymond James Financial Services has recruited a veteran financial advisor with $300 million in client assets to the firm’s independent advisor channel in Fairbanks, Alaska, according to an announcement.
Roark “Alan” Head joins Raymond James and Concurrent, an advisor-owned partnership of independent practices affiliated with RJFS, from Wedbush Securities. Joining him are Deborah Combs, client services associate, and Austin Head, registered client service associate. The team operates as Head Retirement & Wealth Strategies.
Head has nearly four decades of financial services experiences. He began his investment career in Fairbanks at Foster & Marshall/American Express, then moved to Ragen Mackenzie Inc., which was acquired by Wells Fargo in 2000, before moving to Wedbush Securities in Fairbanks.
“I’ve been in the business for almost 40 years, and what struck me is that at Raymond James, they are here to support me as an advisor so I can focus on taking care of my clients. I’d never heard of another firm being so steadfast in that commitment, and that’s what I found refreshing during my due diligence process,” said Head, founder and managing director of Head Retirement & Wealth Services and RJFS financial advisor.
Head cited the firm’s focus on technology and cybersecurity as aspects that will help his team work more confidently and efficiently with his clients. Further, he said Raymond James provides the support and freedom to help advisors differentiate themselves, and he is excited about the succession planning resources as he plans for the future of his practice, as well as the trust department as he plans for the future of his multigenerational clients.
“We’re pleased he found the robust offering at Raymond James to be the best for him and his clients as his practice continues to grow,” said Bill Counsman, west regional director for RJFS.
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 $945 billion in client assets.