A veteran Ameriprise Financial Services advisor team with about $200 million in client assets has joined Raymond James Financial Services’ (RJFS) independent advisor channel in Jacksonville, Fla., according to a news release from the company.
Chuck Rebhan, Kevin D. Maher, Edward Lombard and Gregory Lowder joined the Agility Wealth Management team in the Jacksonville Town Center office, managed by Paul Wood, the release said.
Rebhan, who has been in the financial services industry for more than 22 years, began his career as a personal investment officer at BBVA Compass in 1999. He moved his practice to Ameriprise in 2012, the release said.
Maher began his career at Morgan Stanley and has worked at several other firms including Merrill Lynch and BBVA Compass Investments, before moving to Ameriprise in 2011, according to his BrokerCheck profile.
Lombard, who has more than 22 years in the industry, also worked at several firms, including UBS, Prudential Securities and Wells Fargo, before moving to Ameriprise in 2013, according to his BrokerCheck profile.
Lowder has been in the financial services industry for more 27 years, beginning his career in 1993 at Prudential Securities. According to his BrokerCheck profile, he has worked at several other firms, including First Union Brokerage, UBS, Banc of America Investment Services and UVEST Financial Services Group. He began working at Ameriprise in 2015.
Rebhan, who serves as managing partner, said the team chose Raymond James because of its independent open architecture and client-focused approach. “The abundance of resources offered, from the in-house marketing to the research and investment solutions available, was very appealing to us. Having the freedom and support to own our own business with being able to focus on the main thing—our clients—has been a breath of fresh air,” he said in a statement.
Wood said Raymond James is pleased to welcome the team and looks forward to them growing their practice in the independent channel. “I am proud that our culture, resources and advanced technology continue to attract high-quality advisors like them,” he said.