Raymond James recently announced financial advisors Marcus Jones, CFP, Eric Sommers, Michael “Mick” Foster and Christine Rutherford, CFP, CRPC, to Raymond James & Associates (RJA) in Perrysburg, Ohio as announced by Amy Smart, Central regional director for RJA.
This team comes from Wells Fargo, where they previously managed about $769 million in client assets, and are joined by senior registered client service associate Christie Watson and client service associate Abbey Cymbola. And as Foster Jones Sommers Investment Group of Raymond James, they serve families and individuals, family offices, endowments and foundations, pre-retirees and corporate executives as a part of RJA’s Perrysburg branch.
Jones’ credentials include a bachelor’s degree from Bowling Green State University, the CFP designation and over 30 years of experience in the financial services industry. Before joining Raymond James, he began his career at Prudential in 1995 where he served for five years. Most recently, he served at Wells Fargo for over 16 years.
Sommers received his bachelor’s degree from Purdue University and brings over 31 years of financial services industry experience to his role as vice president of wealth management. And he started his career in 1993 at Prudential before transitioning to Wells Fargo where he served for 16 years.
With over 16 years of financial services industry experience to his role as vice president, wealth management, Foster began his career in 1998 at Prudential. More recently, he served at Wells Fargo for 16 years. His experience is backed by a bachelor’s degree in business from Heidelberg College.
Rutherford holds a bachelor’s degree in business from Bowling Green State University along with the CFP and Chartered Retirement Planning CounselorSM designations. In total, she brings over five years of financial services industry experience to her role as vice president of wealth management, most recently serving at Wells Fargo for five years.
KEY QUOTES:
“Joining Raymond James marks an exciting new chapter for our team and the clients we serve. The firm’s culture of independence, dedication to high-quality investment research and resources provides an ideal foundation for our practice to grow. With the innovative technology and wealth management capabilities afforded to advisors, we can continue delivering sophisticated strategies tailored to our clients’ evolving needs at a more sophisticated and efficient level.”
– Marcus Jones, managing director
“We are proud to welcome Marcus, Eric, Mick and Christine to Raymond James. Their depth of experience and strong client relationships make them an outstanding addition to our firm. This high-performing team’s commitment to excellence reflects the caliber of professionals who choose Raymond James, and we are excited to see the impact they will make as part of our team.”
– Amy Smart
