Chris Helton, a monetary advisor in Huntsville, Ala., with about $400 million in consumer belongings, has joined Raymond James Monetary Companies, the agency’s impartial dealer/supplier channel. He was beforehand with Synovus Securities, a full-service dealer/supplier and funding advisory in Columbus, Ga., for 14 years.
The observe, which can function as Helton Wealth Administration, serves high-net-worth people, enterprise homeowners and people nearing or in retirement.
“Raymond James gives the kind of impartial surroundings that I need to function in, the place I can focus solely on serving to my shoppers with all features of their monetary lives,” Helton stated in an announcement. “On the similar time, the agency supplies superior expertise, sources and product choices, so I’m nicely outfitted with the instruments and adaptability to assist present shoppers with a wonderful stage of service.”
Raymond James introduced final yr that present CFO Paul Shoukry will succeed CEO Paul Reilly as head of the corporate on Feb. 20, 2025, a part of a broader “multi-year succession planning course of.” The agency additionally promoted Tom Walrond to guide Raymond James & Associates, the agency’s worker advisor channel. In November, the corporate introduced that Shannon Reid would head the agency’s impartial contractor division.