Raymond James has added an employee advisor working with $600 million in assets in Houston — David Ahlquist, who spent the past 14 years with TIAA Financial Services.
“What initially attracted me to the firm were the firm’s client-first values and vision, which align with my own, and the ability as a financial advisor to truly own my own practice,” according to Ahlquist, senior vice president, wealth management.
Ahlquist has 20 years of experience as an advisor and started his career as a private client investment consultant at Charles Schwab in 1999. He made the move with Christie Hayden, practice business manager.
“David and Christie are a great team, and I am thrilled to welcome them to Raymond James,” said Pat Allison, Western division director for Raymond James & Associates, in a statement. “Their combined 40 years of financial services experience and deep commitment to their clients make them a wonderful addition to the firm.”
Raymond James made the announcement as the firm is hosting its annual summer development conference for employee advisors this week in Orlando.
In the 2019 J.D. Power Advisor Satisfaction Study, released Tuesday, Raymond James topped the industry average and came in second in the employee advisor category.