Raymond James welcomes experienced Texas advisor managing over $200 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Robert Mitchell to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Frisco, Texas, according to Edward Sudzina, Southwest region director for RJA.
Mitchell arrives from Stifel with Senior Client Service Associate Jaimie Schultz, where he managed over $200 million in client assets. He joins Registered Practice Coordinator Andrea Burkhalter, Client Service Associate Nenagh Gedge and Private Wealth Advisor Robert Pearson CFP®, CRPC®, CWS® as co-founder of Mitchell Pearson Private Wealth of Raymond James. Together they provide comprehensive private wealth management and financial planning guidance to clients, including business owners, families, individuals and retirees.
“What drew me to Raymond James is a culture that reflects the values I’ve built my career on and leadership that supports advisors in delivering lasting impact,” said Mitchell. “With the firm’s resources, I can continue helping families preserve their legacies and navigate their financial goals in a meaningful way.”
Mitchell began his career in 1983 and spent four years at his previous firm. He brings more than 40 years of financial services industry experience to his role as managing director.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.