According to a news release, Jef Lockman, first vice president for investments, Aaron Galloway, financial adviser and Whitney Burton, registered client service associate, will now be at the office located at 101 Falls Park Drive in Greenville.
“We are so excited to join Raymond James,” Lockman said, in the release. “Not only does Raymond James share our commitment to clients, the firm’s tremendous resources will only enhance the level of service we can provide to our clients.”
According to its website, Harvest Wealth Advisory offers comprehensive financial planning services, specializing in retirement planning and investment management.
“We are delighted and excited to welcome Jef, Aaron and Whitney to Raymond James,” said Courtland Williams, complex manager of the Falls Park office, in the release. “Their combined experience and genuine commitment to a long-term, client-first approach make them a great fit and a tremendous addition to our firm. We look forward to supporting them as they continue to grow their business and provide excellent service to their clients.”