Raymond James Financial said Tuesday that it had recruited two financial advisors with a combined $125 million in assets and $850,000 in yearly sales.
The two new Raymond James & Associates advisors are Carolyn Edwards, CFP, and Roy Seay in Mount Pleasant, S.C.
“I am pleased to welcome Carolyn and Roy to the Raymond James family,” said Scott Curtis, senior vice president of the private client group of RJA, the employee broker-dealer of Raymond James, in a press release. “Our advisor-centric culture and broad platform continues to attract some of the very best advisors in the industry, and we’re proud to be affiliated with them.”
Edwards and Seay join the firm from UBS and will operate as the Seay/Edwards Group of Raymond James in Mount Pleasant, S.C., which is near Charleston.
Edwards spent 11 years as a vice president of investments with UBS, while Seay served as a divisional vice president of UBS for the same amount of time. Before joining UBS, Seay – who has worked in the industry for more than four decades – was a partner and branch manager with J.C. Bradford & Co., for 15 years.
The two advisors provide financial, estate and retirement planning, and the team specializes in bonds, particularly South Carolina municipals.
“Changing firms can be very disruptive to your business, so we knew this was a once in a lifetime move, and we better get it right. There is no question that we got it right!”