Raymond James announced it has welcomed financial advisors Scott Burnett and Peter Kelson to Raymond James Advisor Select within Raymond James & Associates (RJA) – which is the firm’s employee advisor channel – in Cottonwood Heights, Utah. This was revealed by John Simmons, West Coast regional director for RJA.
The duo comes from Zions Direct, where they previously managed over $5 billion in client assets. And together they serve public entities, corporations, foundations and endowments as part of RJA’s Salt Lake City branch, led by branch manager Scott Hunter.
Burnett brings over 43 years of financial services industry experience to his role as managing director. He began his career in financial services in 1982, most recently serving at Zions Direct for a total of 22 years. His experience is backed by a degree in business management from Brigham Young University.
Kelson started his career in financial services in 1998 at Fidelity and previously served for a total of 20 years at Zions Direct. And his financial services experience is backed by a bachelor’s degree in economics and an MBA from the University of Utah.
KEY QUOTES:
“Raymond James provides us with the technology and support that is vital to our success. The firm’s focus on advising clients from a holistic financial planning viewpoint truly resonates with our values as advisors. Additionally, gaining access to the firm’s research fosters confidence in delivering the highest quality service to our clients.”
- Scott Burnett
“The support we have received from the firm has been outstanding. The technology platform and comprehensive back-end support allow us to fully dedicate ourselves to providing resonant service. We are excited to partner with a firm that prioritizes clients and equips advisors with the resources necessary to excel.”
- Peter Kelson
