Raymond James recently welcomed four financial advisors to its Corporate RIA affiliation model within Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS. Through Raymond James Financial Services Advisors, Inc. (the Corporate RIA), fee-only investment adviser representatives (IARs) offer comprehensive wealth management services to clients and are backed by the firm’s robust infrastructure of resources and support.
Advisors, Brian Keister, MBA, CFP®, CRPC®; Jody Chiapelli, CFP®; Sara Hinthorne, CFP®; and Joshua Keister arrive from Commonwealth Financial Network, where they managed approximately $357 million in client assets. Based in Bethalto, Illinois, as KCH Financial, their team includes Office Manager Terri Keister and Client Service Associates Mary Burnett, Danielle Wright and Abby Carter.
“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 Southern Illinois University at Edwardsville with a bachelor’s degree in business administration with a specialization in finance.
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 Southern Illinois University at Edwardsville.
Joshua Keister has over 12 years of financial services experience and has a bachelor’s degree in computer management information systems from Southern Illinois University at Edwardsville.
Combined, KCH Financial has over 80 years of experience serving the financial needs of its clients and their families.
