Raymond James Financial Services, the company’s independent broker-dealer, announced Monday it has added a mother-daughter team in Bethesda, Md., with $200 million in assets.
Financial advisors Carolyn S. Meakem and Traci Meakem Richmond joined Raymond. The advisors have formed The Meakem Group, an independent firm and will offer securities through Raymond James Financial Services.
Meakem and Richmond came to Raymond James from Wells Fargo, where they managed more than $200 million in assets and had $2 million in annual production.
“Several factors went into our decision to join Raymond James,” Meakem said. “Among the most significant were Raymond James’ respect for our relationship with our clients and the firm’s reputation for its client-first culture. We are pleased to have found a home at Raymond James and that we will not have to go through another transition.”
Meakem, who is a financial advisor and managing partner of the practice, is a 34-year industry veteran. She has worked at Ferris & Co., Legg Mason and Wachovia Securities. Meakem’s daughter, Richmond, is also a financial advisor and managing partner, and is a Certified Divorce Financial Analyst. She joined her mother’s practice in 2006 after ten years as a litigation attorney.
The Meakem Group provide customized comprehensive financial planning, investment management, estate preservation strategies, risk management, education planning and divorce planning.
