Raymond James & Associates (RJA) West Coast regional director Rick Sanchez announced that the firm has welcomed the team of three financial advisors and seven branch professionals at Pahnke Wealth Management Group of Raymond James to Raymond James & Associates (RJA) – which is the firm’s employee advisor channel.
Based in Scottsdale, Arizona, the group’s advisors have 60 years of experience in the financial services industry and serve various clients, from business owners to high-net-worth individuals and families. And they include Glenn Pahnke, Ted Churchill and Austin Pahnke, CFP. This team arrives from RBC Wealth Management where they managed over $1.1 billion in client assets.
The advisors are joined by practice business manager Gretchen Forler, senior investment portfolio analyst Mark Ackel, investment portfolio associate Tracy Jenkins, and client service associates Mona Johnson, Yolanda Rodriguez, Tracy Eckman, and Kayvon Malaekeh, CDFA, CPFA. And the group is supported by RJA’s Scottsdale Gainey complex, led by complex manager Robert Burghart.
KEY QUOTES:
“The addition of this accomplished team further strengthens our advisor presence across the Western U.S., underscoring our ongoing efforts to attract top-tier professionals across the country who share our core values. Raymond James’ commitment to equipping advisors with comprehensive resources and support while honoring their autonomy to prioritize client needs remains a compelling differentiator in our ability to attract top teams.”
– Rick Sanchez
“We are thrilled to align with Raymond James, a firm that shares our unwavering commitment to service excellence while delivering insightful wealth management solutions that are custom-tailored for clients. With the firm’s robust platform, advanced technology and support, we are well positioned to continue our legacy of delivering high-quality investment solutions and elevating the day-to-day experience of our discerning clientele.”
– Glenn Pahnke
