Three former Edward Jones advisors have joined Raymond James Financial Services affiliate SilverTree Wealth Partners with a new office in Tucson, Arizona.
Ali Rustempasic, AAMS, Yamen Fellah and Wyatt McRae managed around $250 million in assets under administration at the previous firm and join the Raymond James independent advisor channel with several decades of industry experience between them.
Rustempasic has 12 years of industry experience as a financial advisor and limited partner at Edward Jones and served in leadership positions at the local and area level. He has earned the Accredited Asset Management Specialist designation from the College for Financial Planning.
“We were drawn to Raymond James for its culture of independence, the freedom to put clients first and its advanced planning tools and forward-thinking technology,” he said.
Fellah has been a financial advisor for 13 years and prior to Edward Jones he was with Merrill Lynch, while McRae joined Edward Jones in 2009, serving as a financial advisor, field trainer, level leader, service specialist and a participant of the growth team.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
