Raymond James welcomes advisors managing $300 million to Corporate RIA model
ST. PETERSBURG, Fla. – Raymond James recently welcomed three financial advisors to its Corporate RIA affiliation model within Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS. Through Raymond James Financial Services Advisors, Inc. (the Corporate RIA), fee-only investment adviser representatives (IARs) offer comprehensive wealth management services to clients and are backed by the firm’s robust infrastructure of resources and support.
The advisors collectively managed approximately $300 million in client assets through Commonwealth Financial Network.
Based in Pittsburgh, Touchstone Capital is led by Ted Kerr, CFP®, who is joined by financial advisor Markus Williams and seven office professionals. Together, the team provides sophisticated wealth management to clients, including business owners, corporate executives and individuals in or nearing retirement.
“Our mission has always been simple: to improve the quality of our clients’ lives. In Raymond James, we’ve found a partner who shares our commitment to independence, integrity and a collaborative philosophy. With their resources behind us, we can focus even more on what matters most – guiding clients with clarity and conviction so they can live with freedom and confidence,” said Kerr.
Eagle Peak Wealth Management, based in Longmont, Colorado, is headed by financial advisor Tim Menefee with support from Office Associate Julie Mizer. The practice delivers personalized financial strategies to families, business owners and individuals across the community.
Kerr offers clients more than three decades of industry experience, including 25 years as the CEO of Touchstone. A Westminster College alumnus, he holds a Bachelor of Arts degree in finance with a minor in economics and is a CERTIFIED FINANCIAL PLANNER® professional.
A Colorado native, Menefee’s financial services experience spans three decades and includes advisory roles at Commonwealth and Edward Jones. He earned dual Bachelor of Science degrees in finance and real estate from Colorado State University
Williams joined Touchstone in 2023 as an associate advisor. He holds a degree in business management and finance from Grove City College.
About Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc., the firm’s Corporate RIA, was introduced in 2022 to offer full-service support and resources to exclusively fee-based practices led by Investment Adviser Representatives (IARs). Within the Corporate RIA, fee-only IARs operate as independent contractors without the need to establish and manage an independent RIA. As part of the AdvisorChoice® affiliation platform, advisors gain full access to the firm’s infrastructure of advisor services including comprehensive wealth management resources, integrated technology platform, strategic and creative marketing and succession planning consulting.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Touchstone Capital and Eagle Peak Wealth Management are separately owned and operated and not independently registered as an investment adviser.
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.