Raymond James welcomes South Dakota financial advisor managing $250 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Taylor Thompson, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
At Thompson & Co. Wealth Management in Rapid City, South Dakota, Thompson provides wealth management strategies to a variety of clients including business owners, families and those nearing or in retirement, as well as endowments and foundations. He was previously affiliated with LPL Financial, where he managed more than $250 million in client assets.
“The deep-rooted, client-first culture at Raymond James was the foundation of my decision to join the firm. Additionally, I wanted a partner firm that brings breadth and depth to a full scope of financial planning needs beyond just investment management and retirement planning,” said Thompson. “Particularly the banking and cash management capabilities of Raymond James Bank in addition to Raymond James Trust provide strategic solutions for my clients as they accumulate wealth, create income in retirement and eventually plan for the transfer of assets through their estate plan.”
A CERTIFIED FINANCIAL PLANNER® professional, Thompson offers his clients more than 23 years of wealth management experience. He is also committed to serving his community as part of the board of directors for the South Dakota Investment Council. Thompson’s experience is backed by a Bachelor of Science from the University of Nebraska.
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 approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.54 trillion as of Aug. 31, 2024. 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. Thompson & Co. Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.