Charles Naismith joins Raymond James as wealth advisor in Wenatchee

Charles Naismith

Raymond James Financial Services, Inc. announced that Charles Naismith has joined the firm as a Wealth Advisor in its Wenatchee office.

Naismith, who brings 20 years of experience in the financial services industry, was previously employed as a Financial Advisor at Stifel. He will be joining Wealth Advisor Rick Viall and Branch Operations Coordinator Rebecca Maloney at Raymond James' new satellite branch located in downtown Wenatchee's Mercantile building.

"I'm thrilled to partner with the esteemed professionals at Raymond James," Naismith said in a statement. "Their wide range of investment products and technical resources will allow me to offer extended capabilities and superior service for our clients."

The addition of Naismith is expected to bolster Raymond James' presence in the Wenatchee area. His expertise includes offering comprehensive financial planning services to a diverse clientele.

Rebecca Maloney, the branch coordinator, expressed confidence in Naismith's abilities, stating, "With Charlie's client first approach and expertise, we know he will bring high quality insight and support to our team, as well as our clients."

Raymond James' Investment Advisors Division, established in 2001, provides custodial and support services to independent, fee-based financial professionals. The company positions itself as a full-service clearing and custodial firm, offering a range of wealth management services, technology solutions, custom lending, research, marketing support, investment banking, and clearing services to both individuals and institutions.

Naismith will be based at the firm's Wenatchee office, located at 112 Olds Station Rd, Suite B. He can be reached at (509) 888-0956, and more information about his services is available on the Raymond James website.

Raymond James Financial Services, Inc. is a member of FINRA/SIPC, and investment advisory services are offered through Raymond James Financial Services Advisors, Inc.