Raymond James welcomes North Carolina financial advisor managing over $140 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Ben Johnson, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Bob Matala, Southeast assistant division director for RJFS.
At Johnson Private Wealth in Mooresville, North Carolina, Ben is joined by Senior Client Service Associate Kristin Johnson. Together they provide comprehensive financial services to a range of clients, specializing in pre-retirees and retirees, families, individuals and business owners. He arrives from Edward Jones where he previously managed more than $140 million in client assets.
“Raymond James is a firm that embodies a client-first culture through its technology platform,” said Ben. “My clients have always been my top priority, and partnering with a firm that provides the technology and culture to enhance both the client and advisor experience is essential.”
Ben, cousin to Kristin’s husband, has 13 years of advisory experience and holds the CERTIFIED FINANCIAL PLANNER® designation. He also holds a bachelor’s degree in engineering from North Carolina State University.
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 $1.65 trillion as of July 31, 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. Johnson Private Wealth 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.