Addison Avenue representatives earn top distinctions within Raymond James Financial Institutions Division
Team members named to the 2016 Director’s Council, RJFS Chairman’s Council, FID Leaders Council and RJFS Executive Council
ROCKLIN, CA (November 16, 2015) — Seventeen Financial Advisors from Addison Avenue Investment Services have earned membership for 2016 in the Chairman’s Council, Leaders Council and Executive Council of the Financial Institutions Division for Raymond James Financial Services, Inc.*
As President and CEO, Scott Jenner led the advisors at Addison Avenue Investment Services to more than $20 million in branch production and has been recognized with membership in the 2016 FID Director’s Council. The council is comprised of program managers from the Financial Institution Division’s top ten producing financial institutions.
Financial Advisor Michael Lipkins from Addison Avenue’s Palo Alto location is one of 11 FID-affiliated advisors to achieve RJFS Chairman’s Council status, while Brett Everhart, Laura Pedroncelli, and Will Tychsen qualified for membership in the FID Leaders Council. The RJFS Executive Council includes 13 Financial Advisors at Addison Avenue, including Jeff Alejandro, Ted Halseth, Michael Cooney, Endry Surjanto, Kimberlee Bouska, David Wood, Michelle Hylton, Bert Browen, Kathy Wills, Sage Kendall, Juan Rojas, John Murphy, and Kristina Meyers.
Council honors are bestowed on those Financial Advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. “We are extremely proud of our advisors,” said Jenner. “It is an impressive achievement to be honored and we congratulate them on their prestigious recognition.”
*Council membership is based on prior fiscal year production and re-qualification is required annually.
First Tech Federal Credit Union is located at 1011 Sunset Blvd, Rocklin, CA 95765. 877.744.8585
About Addison Avenue Investment Services
Addison Avenue Investment Services was initially launched in 1998 to serve the investment needs of Hewlett-Packard employees. The team at Addison Avenue Investment Services has helped make their credit union investment program the largest in the nation1 with its Financial Advisors managing more than $4.2 billion2 in assets for First Tech’s 620,000+ members. There are 35 advisors operating in 41 First Tech branches across eight states.
About First Tech Federal Credit Union
First Tech Federal Credit Union is an $8 billion institution headquartered in Mountain View, Calif. It is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees, including HP, Microsoft, Agilent, Intel, CISCO, Amazon, Nike, CH2M Hill, Intuit, Google and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to its 380,000 members through its 40 branch locations, more than 5,000 CO-OP Branch locations, 30,000 CO-OP Network ATMs and 286,000 ATMs nationwide. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. For more information, visit firsttechfed.com.
