Raymond James extends reach in Alaska with breakaway advisors
Raymond James is extending its reach to the far North as it adds two breakaways from wirehouse giants in Alaska who reportedly oversaw more than half a billion dollars in combined assets at their former firms.
Raymond James announced Wednesday it has expanded its operations in Alaska, welcoming financial advisors Keith Green and Jon Coon to Raymond James & Associates in Anchorage.
The advisors will be reporting to Michael O’Meara, Midwest regional director for Raymond James’s employee advisor channel, and collectively manage over $598 million in client assets.
Keith Green, formerly of Morgan Stanley, managed over $290 million in assets. He now leads Borealis Wealth Advisory of Raymond James, accompanied by investment portfolio associate Christian Deykes. Together, they offer financial guidance to various clients including business owners, executives, and non-profit organizations.
Jon Coon, who managed approximately $308 million in assets at Merrill Lynch, joins Raymond James with client service associates Gail Hill and Ally Berg. Operating as Pioneer Peak Wealth Management of Raymond James, his team provides comprehensive wealth management services to individuals, families, and corporate retirement plans.
The new advisors and their teams establish a new branch office for RJA in Anchorage, marking an expansion of the firm’s footprint in the Last Frontier. Todd Lovell, Idaho complex manager, and Nancy Olzack, division sales manager, supported the transition.
“The establishment of RJA’s new Anchorage office underscores our continued commitment to expanding the firm’s presence and capabilities across the US,” O’Meara said in a statement.
“Raymond James distinguishes itself by prioritizing its advisors and their clients,
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