Raymond James welcomes New Jersey advisor team managing $250 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of three financial advisors to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Jillian Kolesa, Northeast regional director for RJFS.
Led by Managing Partners Ben Burklow, Morgan Burklow and Rick Vanderpool, the team arrives from Ameriprise Financial Services where they managed $250 million in client assets. Operating as Seven Arrows Wealth in Parsippany, New Jersey, they provide financial planning and guidance to business owners, corporate executives, family offices and healthcare professionals. The advisors are joined by Client Concierge Judith Nixon, Practice Business Coordinator Frieda Stamoutsos-Stamidou and Client Service Manager Ryan Del Grande.
“Raymond James gives our team the independence, technology and home office support to keep serving clients the way we believe is best,” said Ben. “That combination helps us to continue delivering thoughtful guidance to business owners, corporate executives, family offices and healthcare professionals while growing our practice with the backing of a people-first culture.”
Ben, brother to Morgan, began his financial services career in 2006 and joins RJFS after 20 years at his previous firm. A graduate of Montclair State University, his professional experience is backed by the Chartered Retirement Planning Counselor™, Chartered Kingdom Advisor® and Accredited Investment Fiduciary® professional designations.
“Raymond James is a partner that supports our freedom, innovation and long-term growth and marks an exciting new chapter for our team and the clients we serve,” said Morgan. “The firm empowers us with the technology platform and succession planning resources to build on the foundation we’ve created over the past 15 years.”
Morgan brings 15 years of industry experience to the Seven Arrows Wealth team and joins RJFS after 15 years at his previous firm. He holds the Chartered Retirement Planning Counselor™ and Chartered Kingdom Advisor® professional designations.
Vanderpool, a Chartered Retirement Planning Counselor™ and Certified Annuity Specialist professional, began his financial services career in 1999. He joins RJFS after 27 years at his previous firm.
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 $1.92 trillion as of June 30, 2026. 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. Seven Arrows Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
CRPC® and Chartered Retirement Planning Counselor ™ are registered service marks of the College for Financial Planning.