Raymond James welcomes North Carolina advisor managing $130 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Shannon Chiarello, CPA, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast divisional director for RJFS.
Chiarello arrives from Edward Jones, where she managed over $130 million in client assets. As Chiarello Wealth Management, based in Wilmington, North Carolina, she provides holistic financial planning and guidance to a variety of clients, specializing in families, individuals and retirees.
“I was drawn to Raymond James for their depth of experience and resources in wealth management for high-net-worth clients,” said Chiarello, president of the practice. “Financial planning is not just about preserving wealth but also building it across generations. With the people-first culture and sophisticated planning tools found at the firm, I can continue confidently guiding my clients through life’s transitions.”
Chiarello has five years of financial services industry experience, most recently through affiliation with Edward Jones since 2020. She holds a master’s degree in accounting from Oklahoma State University in addition to the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.64 trillion as of June 30, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Chiarello Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.