Raymond James Financial Services (RJFS) Western division director Bill Counsman announced that the firm has welcomed financial advisors Brian Harmon and David Brown to the firm’s independent advisor channel.
As co-founders of Vista NW Wealth Management, these advisors provide comprehensive wealth management to a variety of clients, including families, business owners and corporate executives. They are joined by client service manager Shannon Bornhorst, in Vancouver, Washington. And the team arrives from Edward Jones where they previously managed approximately $190 million in client assets.
Harmon brings nearly 20 years of financial services experience to the practice. Before his tenure at Edward Jones, he began his career in the hospitality and sales industry. And as a graduate of Washington State University, Harmon holds a Bachelor of Business Administration with a focus on finance.
Brown’s decade of experience as a financial advisor is backed by his professional certifications as a CFP professional, Certified Exit Planning Advisor and Chartered Retirement Planning Specialist. And he graduated from George Fox University with a bachelor’s degree in management and organizational leadership.
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“David and I are excited to join Raymond James, which offers the culture and infrastructure that are essential to support the kind of independent practice we want to build. In addition, the advanced technology and resources available at the firm are well-suited to complement the services that are most important to our clients.”
– Brian Harmon
