Raymond James welcomes $587 million advisor team in Dallas, Texas

ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors David A. McBee Jr., AIF®, Michael M. Mikeska, CIMA®, CFP®, Michael Peschel and Brittany D. Smith, AIF®, to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Dallas, Texas, according to Kirk Bell, Central regional director for the RJFS Independent Contractor Division.

The advisors join Raymond James from Wells Fargo, where they previously managed approximately $587 million in client assets and $385 million in institutional assets under advisement. Upon joining Raymond James, they have formed Wealth Partners Alliance (WPA) alongside fellow founding partners and financial advisors John Saalfield and Rick Lima, who joined RJFS from UBS in February. Collectively, the WPA team manages approximately $835 million in private client assets and has $385 million in institutional assets under advisement. Additional WPA team members include Jennifer Gaskin, WPA director of operations and RJFS office manager, Lindsey Heyman, WPA vice president and RJFS advisor, Courtney Andring, client service manager, and Lauren Thompson, client service associate.

“Once we made the decision to be independent and visited the firm’s home office, we knew Raymond James was the best partner for us going forward,” said McBee, founding partner of Wealth Partners Alliance and RJFS wealth advisor. “We believe that for us to continue to build on our team culture and to run a practice that we can all be proud of, being independent and launching WPA was our best option. Raymond James offers us all the resources and technology we need to do that. And while many firms offer technology tools, Raymond James’ platform truly puts the advisor and our relationship with our clients at the very center of it all. They build their systems to help us serve our clients. Since transitioning, it has already been apparent, as home office interactions are extremely helpful and collaborative. We’re pleased to be affiliated with Raymond James and look forward to our continued partnership with the firm.”

McBee has over 20 years of financial services experience as an advisor at Wells Fargo. WPA founding partner and RJFS wealth advisor Mikeska has been in financial services for more than 28 years and has worked at firms including Prudential, Wachovia and Wells Fargo. He is a Certified Financial Planner™ professional and a Certified Investment Management Analyst™. Peschel, WPA founding partner and RJFS wealth advisor, has been in the industry for more than 23 years and has spent the bulk of his career at Wells Fargo. Smith, WPA partner and RJFS wealth advisor, has more than seven years of financial services experience at Wells Fargo and previously in institutional retirement sales and consulting. The four partners previously worked together as a team at Wells Fargo.

“We welcome the advisors and professionals at Wealth Partners Alliance to Raymond James and are pleased that they chose us as their partner as they continue to grow,” said Bell. “We continue to hear that the technology and extensive support at Raymond James are among several differentiating factors for advisors, and we’re proud to provide such a unique offering that continues to attract quality financial advisor teams like WPA.”

Wealth Partners Alliance is also affiliated with Concurrent Advisors, an advisor-owned partnership of independent practices affiliated with Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $816 billion.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Wealth Partners Alliance and Concurrent Advisors are not a registered broker/dealer and is independent of Raymond James Financial Services.