Raymond James Onboards $400 Million Helton Wealth Management Team

Raymond James has welcomed financial advisor Chris Helton to the firm’s independent advisor channel Raymond James Financial Services (RJFS) as reported by Todd Gartrell, Southeast division director for RJFS. Based in Huntsville, Alabama,

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Helton Wealth Management offers holistic financial planning and guidance to various clients, specializing in high-net-worth individuals and business owners and those nearing or in retirement. And the team Helton arrives from Synovus Securities where he managed approximately $400 million in client assets.

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Helton brings over 18 years of industry experience, most recently through affiliation with Synovus Securities since 2010. And he also holds a Bachelor of Science in finance from Jacksonville State University.

KEY QUOTES:

“Raymond James offers the type of independent environment that I want to operate in, where I can focus solely on helping my clients with all aspects of their financial lives. At the same time, the firm provides advanced technology, resources and product offerings, so I’m well equipped with the tools and flexibility to help provide clients with an excellent level of service.”

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– Chris Helton

“It’s my pleasure to welcome Chris to Raymond James. The quality relationships he has fostered with his clients demonstrate the people-first mentality that we value at the firm and make him an excellent addition to our presence in the Southeast.”

– Todd Gartrell