Wealth Strategies Partners today announced that its founder, Paul Allen, CFP®, MS, has been named a member of the Raymond James Financial Services’ 2023 Chairman’s Council*, a distinction given only to those financial advisors who have demonstrated an unparalleled commitment to personal service and lead the largest revenue-producing branches. This marks the fourth year that he has received this prestigious recognition.
Allen founded Wealth Strategies Partners in 2014 to provide comprehensive, white glove financial planning services to retirees, entrepreneurs, business owners, executives and high-net-worth individuals. Along with his experienced team, Allen works with the practice’s clients to create customized, strategic, financial plans that are tailored to their unique needs.
“It is an honor to be recognized for the fourth year among the nation’s leading advisors, and it’s only made possible through the collective efforts of our team,” said Allen. “All of our team members aim to provide our clients and families with world class customer service modeled after the famous Ritz-Carlton Gold Standards. This recognition is a testament to their hard work and unwavering commitment to our practice and clients’ success.”
Allen is actively involved in the local community and is currently a Circle Member at the Ringling Art Museum in Sarasota, Florida.
The complete list of 2023 Raymond James Chairman’s Council members is available on RaymondJames.com.
About Wealth Strategies Partners:
Wealth Strategies Partners, a member of the Raymond James Financial Services network, is a boutique generational wealth management team. With offices in Nashville, TN, and Sarasota, FL, the practice’s advisors work with families, retirees, entrepreneurs and high-net-worth individuals to instill confidence by making complex financial situations easier to understand. For more information, please visit www.raymondjames.com/wealthstrategiespartners/.
About Raymond James Financial Services:
Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion. As of 6/30/2019. Past performance is not indicative of future results.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
For more information, contact Wealth Strategies Partners at 941-413-0571. 400 Burns Court, Sarasota, FL 34236
Please visit the Raymond James Press Center at raymondjames.com/media.