Financial Advisor John Estes Named Raymond James Co-Branch Manager
I'm excited to share the news that, starting in 2019, I am assuming the role and responsibilities of co-branch manager for the Raymond James Branch of financial advisors where our Estes Wealth Strategies team is located.
Our Raymond James Branch is comprised of multiple independent advisor representatives (including myself), each of whom maintains his or her own practice and clients. But we are accountable as a group for demonstrating compliance with the many complex regulations that govern our industry. I will be joining existing branch manager and financial advisor David McKee in providing oversight of branch operations, supporting our branch advisors, and acting as a managerial liaison with Raymond James.
My role as co-branch manager will not in any way affect or change your experience as a client of Estes Wealth Strategies. Our team will continue to provide the kind of professional service and personalized attention we always have. But we wanted to share this news and look forward to continuing to develop our capabilities and effectiveness at both the practice and branch levels.