Michael O’Meara, Midwest regional director for the firm’s employee advisor channel Raymond James & Associates (RJA) welcomed financial advisors Keith Green, CFP, CIMA, and Jon Coon, CPFATM, MBA, in Anchorage, Alaska.
Green arrives from Morgan Stanley, where he managed $290+ million in client assets. And he leads Borealis Wealth Advisory of Raymond James and is joined by investment portfolio associate Christian Deykes, CFA. They provide sophisticated financial guidance to a variety of clients, from business owners and executives to non-profit organizations.
Coon managed about $308 million in client assets at Merrill Lynch and is joined by client service associates Gail Hill and Ally Berg, MBA. And the group operates as Pioneer Peak Wealth Management of Raymond James and provides comprehensive wealth management guidance to clients, including individuals, families and corporate retirement plans.
Adding the new advisors and three branch professionals expands RJA’s footprint in Alaska through the establishment of a new Anchorage branch office. Idaho complex manager Todd Lovell and division sales manager Nancy Olzack supported the teams’ transition.
Green brings 25+ years of financial services industry experience to his role as senior vice president, wealth management. And he previously served as an advisor at Salomon Smith Barney and Morgan Stanley. Green received his undergraduate degree from the University of San Diego and holds the Certified Financial Planner and Certified Investment Management Analyst professional designations.
Coon started his career as a financial advisor in 2007 at Smith Barney and recently served as a senior vice president and resident director during a 14-year tenure at Merrill Lynch. Coon is a Navy veteran and he earned a Bachelor of Science in economics from the United States Naval Academy at Annapolis. Coon has an MBA from Mississippi State University and the Certified Plan Fiduciary Advisor designation.
KEY QUOTES:
“Raymond James distinguishes itself by prioritizing its advisors and their clients, making it a standout choice for our team. The firm offers an abundance of resources, tools, and technological solutions crucial to effectively supporting our clients. Perhaps what’s most significant is the culture that not only allows but encourages us to actively engage and serve within our local community.”
- Jon Coon
“Simply put, Raymond James embodies the essence of what a contemporary wealth management firm should be. It’s evident that the firm genuinely values the advisor-client relationship, ensuring that meeting clients’ needs remains a top priority.”
- Keith Green
“The establishment of RJA’s new Anchorage office underscores our continued commitment to expanding the firm’s presence and capabilities across the U.S. I’m proud to welcome Keith, Jon and their talented teams. We eagerly anticipate partnering with them, investing in their success and steadfastly supporting their practices.”
- Michael O’Meara
