Raymond James announced it welcomed financial advisor Al Biss to Raymond James Financial Services (RJFS) – which is the firm’s independent advisor channel. As Biss Wealth Partners (based in Anchorage, Alaska), the advisor is joined by registered representative Vanessa Carpenter.
Together, they provide clients personalized financial services, specializing in retirement planning, charitable giving, tax efficiency, and legacy planning. Biss was previously affiliated with Edward Jones, managing about $325 million in client assets.
Biss’ Experience: Biss has over 25 years of advising experience through his tenure at his previous firm. He holds designations as a CFP professional, Chartered Financial Consultant, and Certified Private Wealth Advisor. As a third-generation Alaskan, Biss is committed to giving back to his local community through various organizations and causes.
KEY QUOTES:
“Raymond James provides a home for my practice where I can remain independent while leveraging access to its advanced resources. The firm’s robust investment solutions and home office support enable me to engage in even deeper and more holistic financial planning for my clients.”
Al Biss
“Al and his team are a welcome addition to our growing footprint in Alaska. His commitment to both his clients and local community are commendable and make for a natural alignment with the firm’s people-centric culture.”
Sanjiv Shukla, Western assistant division director for RJFS
