Raymond James Welcomes Illinois Advisors Managing $357 Million to Corporate RIA Model
Advisors, Brian Keister, MBA, CFP®, CRPC®; Jody Chiapelli, CFP®; Sara Hinthorne, CFP®; and Joshua Keister arrive from Commonwealth Financial Network, where they managed approximately
“Our mission has always been to deliver thoughtful advice and service with a personal touch. Raymond James’ client-first culture and extensive resources grant us the flexibility to continue doing what’s best for our clients while positioning us for future growth,” said Brian Keister.
Brian Keister, father to Joshua and Hinthorne, brings more than three decades of experience in financial services, including lengthy tenures at Commonwealth and American Express Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor℠ designation.
Chiapelli is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of industry experience. He graduated from
Hinthorne, a CERTIFIED FINANCIAL PLANNER™ professional, has over two decades of financial services experience. She earned a bachelor's degree in business administration with a specialization in finance from
Joshua Keister has over 12 years of financial services experience and has a bachelor’s degree in computer management information systems from
Combined, KCH Financial has over 80 years of experience serving the financial needs of its clients and their families.
About Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc., the firm’s Corporate RIA, was introduced in 2022 to offer full-service support and resources to exclusively fee-based practices led by Investment Adviser Representatives (IARs). Within the Corporate RIA, fee-only IARs operate as independent contractors without the need to establish and manage an independent RIA. As part of the AdvisorChoice® affiliation platform, advisors gain full access to the firm’s infrastructure of advisor services including comprehensive wealth management resources, integrated technology platform, strategic and creative marketing and succession planning consulting.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. KCH Financial is separately owned and operated and not independently registered as an investment adviser.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in
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Source: Raymond James Financial