Veteran Advisor Joins St. Charles Office
(MEMPHIS, TN / January 19, 2018) - Wunderlich, a leading full-service investment firm headquartered in Memphis, announced that veteran financial advisor Jeff Holmes has joined the firm’s St. Charles, Illinois, office as a senior vice president.
Holmes joined Wunderlich from Stifel Nicolaus, where he was a vice president for eight years. Prior to that, he was with Wells Fargo and its predecessor firm, AG Edwards & Sons. Holmes began his career in financial services in 1999 after more than 20 years in finance and sports management.
“Jeff is an extremely talented addition to our team and we are thrilled to have him,” said Renee Raymond, manager of the Wunderlich St. Charles branch office. “Throughout his very successful career, Jeff has distinguished himself as a thoughtful, knowledgeable financial advisor. His broad business acumen and affinity for dedicated, personalized client service is well-known. We look forward to supporting Jeff and his clients, as well as his plans for growing his business.”
Jeff Holmes will work out of the Wunderlich office at 303 West Main Street, Suite 202, St. Charles, IL, 60174. The branch phone number is 630.463.9260. Learn more about Jeff and his practice at www.wunderlichsecurities.com/jeffholmes.
About WunderlichBack to Media Center
Wunderlich provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. Established in 1996 and headquartered in Memphis, Tennessee, Wunderlich has 23 offices in 14 states and 400 associated professionals. Wunderlich is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company.