Raymond James welcomes Southwest advisor team managing over $850 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed 11 financial advisors with Southwest Wealth Strategies (SWS) to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Casey McGee, Western assistant division director for RJFS.
Based in Scottsdale, Arizona, with additional offices in Las Vegas, Albuquerque, New Mexico, and Bozeman, Montana, the group provides personalized financial planning and investment management services tailored to its clients’ unique needs. They join from Equitable Advisors, where they managed more than $850 million in client assets.
Led by Managing Partner John Arnold, CFP®, and Senior Partners Ray Dimuzio, CFP®, Mark Asher, Chris Lanier, Ben Miles, CFP®, and Nick Obie, CFP®, the SWS team brings over 100 years of combined industry experience.
“We strive to deliver exceptional value to our clients every day,” said Arnold. “The advanced technology, expanded client services and advisor-first culture at Raymond James made it clear this was the right firm to support our growth as an independent practice while preserving our culture.”
“We’re pleased to welcome SWS to Raymond James,” said McGee. “With access to enhanced resources, from robust proprietary technology to comprehensive client service platforms, the team is well-positioned for further growth while continuing to deliver on the client-focused values at the heart of their practice.”
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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.69 trillion as of Aug. 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. Southwest Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.