ROCKLIN, CA (May 7, 2020) — Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, are pleased to announce that Financial Advisors Laura Pedroncelli, Kimberlee Bouska, Bert Browen, and Brett Everhart, were recently named to Forbes’ 2019 Best-In-State Wealth Advisors list. The list recognizes standout wealth advisors from national, regional and independent firms.
This year’s Best-In-State Wealth Advisors list spotlights over 4,000 top advisors across the country who were nominated by their firms and assigned a ranking within their respective states. Kimberlee Bouska was recognized in the state of Oregon, Bert Browen in Idaho, and Brett Everhart and Laura Pedroncelli in California.
“We’re proud to have such a strong team of dedicated advisors who are passionate about guiding clients towards their financial goals,” Addison Avenue President and Investment Executive, Scott Jenner said. “At Addison Avenue, our advisors work tirelessly to develop individually tailored, comprehensive financial plans, with the goal of creating financial solutions and fostering long-term client relationships.”
To reach the advisors at Addison Avenue Investment Services, more information can be found at firsttechfed.com/investments or by calling 855.744.8585.
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.
Media Contact:
Kyle Torrens
R\West
360.607.2877 | kylet@rwest.com
