Raymond James welcomes Florida advisor managing $260 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Gregory Phelps, CFP®, CPWA®, CEPA®, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Phelps is the founder of Eightysecond Capital Partners, based in Rockledge, Florida. He provides personalized financial planning to a range of clients, including families, business owners, pre-retirees and retirees. Previously, he managed over $260 million in client assets at Edward Jones. He is joined by Branch Associate Deborah Carson and Senior Client Service Associates Patti Faulkner and Cindy Stepina.
“I was drawn to Raymond James for the flexibility it gives me to serve clients in a truly comprehensive and high-touch approach, which is mirrored in the firm’s client-first culture,” said Phelps. “The firm also provides the resources to evolve my practice over time so I can continue shaping it to the needs of my clients.”
A CERTIFIED FINANCIAL PLANNER® professional, Phelps served clients at his previous firm for more than a decade before joining Raymond James. He earned a bachelor’s degree in finance and economics from the University of Central Florida and holds the Certified Private Wealth Advisor®, Certified Exit Planning Advisor and Accredited Asset Management SpecialistSM designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.65 trillion as of July 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Eightysecond Capital Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.