Raymond James Financial Inc.'s financial institution division entered into a partnership with Sturdy Savings Bank's retail wealth management program, Sturdy Financial Services.
As a result of the partnership, the advisers at Sturdy Financial Services will offer investment and wealth management services to their clients through Raymond James Financial Services Inc.
Sturdy Financial Services is an investment program that includes three advisers, including Chris Shoemaker, vice president and program manager, and private wealth adviser. The two other advisers are Gregg Reich, private wealth adviser, and Nichol Hoff, financial adviser and investment adviser representative. In addition, the team also includes registered client service associates Jane Vieth and Ashley Moore.
The advisers at Sturdy Financial Services offer investments, wealth management, income and retirement planning, business owner solutions, life insurance and annuities to clients throughout 14 branch locations. Collectively, the advisers manage about $168 million in client assets.
