Kirk Bell, Central division director for Raymond James Financial Services (RJFS), announced financial advisor Devona Benavidez, CFP, CDFA to RJFS – which is an independent advisor channel. Benavidez joins the team at ZeroThreeSixty Wealth Partners in Albuquerque, New Mexico, along with branch associates Mackenzie Merony and Jacqueline Martinez.
The group specializes in investment planning and discretionary portfolio management, with a specific focus on helping clients organize and execute their retirement income distribution strategies. Previously, they worked with Wells Fargo where Benavidez managed more than $115 million in client assets.
As co-branch manager, Benavidez brings over 15 years of financial services industry experience. And she is committed to continuous education as both a CFP professional and Certified Divorce Financial Analyst.
RJFS is a financial services firm supporting independent financial advisors nationwide. And since 1974, RJFS offers a wide range of investment and wealth planning-related services through its affiliate Raymond James & Associates. Both firms are wholly owned subsidiaries of Raymond James Financial, one of the nation’s premier diversified financial services companies with about 8,800 financial advisors throughout the US, Canada and overseas. The total client assets are approximately $1.41 trillion as of April 30, 2024.
KEY QUOTE:
“Raymond James enables me to run my business in an independent manner while helping to enhance client service with high-quality technology and back office support. It’s also important that, through this alignment, I have the freedom to prepare for the long-term future of my business with a succession plan of my choosing.”
- Devona Benavidez
