Raymond James Financial announced that Addition Financial Credit Union has selected its Financial Institutions Division to support the credit union’s investment program, Addition Financial Wealth Management.
Through the new alignment, Addition Financial Wealth Management will deliver comprehensive wealth management services to clients via Raymond James Financial Services.
Based in Lake Mary, Florida, the program was previously affiliated with TruStage Financial Group and will now transition to Raymond James’ platform. The initiative is led by financial advisor Jay Williams, who manages approximately $213 million in client assets and brings more than 16 years of experience from Truist.
The partnership is designed to expand investment capabilities, enhance access to advisory resources, and provide digital tools to better serve credit union members as they plan for retirement, grow investments, and navigate major financial decisions.
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“Addition Financial has built a strong reputation for serving its members with integrity and a long-term mindset. We are proud to support Jay and the team as they grow the investment program with access to the resources, technology and advisory capabilities of Raymond James – all while preserving the personalized service their members value.”
Jon DeMayo, Vice President Of Business Development, Financial Institutions Division, Raymond James
“By working with Raymond James, we can help members build strong financial futures through easy-to-use digital tools while providing access to knowledgeable financial advisors who can guide them through important financial decisions. Whether a member is planning for retirement, growing investments or preparing for a major life milestone, this alignment helps ensure they have the resources and personalized guidance they need.”
Kevin Miller, President And CEO, Addition Financial Credit Union
