Raymond James welcomes $105 million financial advisor in Tampa, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Paul Elliott to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Elliott is the founder of Iron Rock Wealth Management, based in Tampa, Florida. He provides personalized financial planning to a range of clients including families, business owners, pre-retirees and retirees, as well as corporate retirement plans. Previously, Elliott managed approximately $105 million in client assets at Edward Jones.
“Starting an independent practice comes with a lot of important decisions to make, but after visiting the Raymond James home office I knew that it was the right choice and partner for me. It quickly became clear that the firm lives out its excellent reputation and that every stance is backed with substance and tangible deliverables,” said Elliott. “The philosophy and culture at the firm align with how I want to run my practice and serve my clients.”
Elliott served clients at his previous firm for more than a decade before joining Raymond James. Originally from Boston, Massachusetts, he attended Bentley University where he earned a Master of Science in financial planning. Elliott is also a U.S. Army veteran and served for seven years in the Military Police Corps.
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 $1.57 trillion as of Sept. 30, 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. Iron Rock Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.