Raymond James’ Midwest division director for the firm’s independent advisor channel Raymond James Financial Services (RJFS), David Sisemore, announced that the firm has recently welcomed financial advisors Jefferson Hankins, CFP, and Kurt Boggs, CFP, to RJFS. These advisors are founders of Hankins & Boggs Group, a Reynolds Wealth Management branch in Warsaw, Indiana.
They serve clients by focusing on holistic financial planning, retirement and income planning, investment management, and insurance planning. Coming from PNC Investments, they previously managed approximately $170 million in client assets.
Hankins started working in the financial services industry in 2004 and has spent the last 16 years as a financial advisor with PNC Investments and Natcity Investments. And he holds the CFP professional designation and a Bachelor of Science in finance from Manchester College.
Boggs has a decade of financial industry experience and began serving clients as a financial advisor in 2015. He is also a CFP professional and a graduate of Indiana University, Bloomington, with a Bachelor of Arts in economics.
KEY QUOTES:
“After a multiyear due-diligence process, we made the decision to partner with Reynolds Wealth Management and Raymond James for the extensive resources, attention to detail and most importantly, the trust between all parties to do what is right for clients. We are excited that we are able to bring a full-service experience inclusive of financial planning, expanded investment strategies and banking and lending solutions.”
- Jefferson Hankins
“With the combination of Raymond James’ resources and our dedication to clients, Jefferson and I are excited to provide custom-tailored strategies for financial planning and investment management through this partnership.”
- Kurt Boggs
