Raymond James welcomes $190 million financial advisor in Maryland
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Ryan Wentworth to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
As managing director of Wentworth Financial Group in Severna Park, Maryland, Wentworth is joined by senior relationship manager Donald Kellerman. Together they provide personalized wealth management to clients ranging from business owners to families and retirees. Previously, they were affiliated with Merrill Lynch where Wentworth managed approximately $190 million in client assets.
“We were looking for a firm where the client truly comes first – and we found that at Raymond James. I’m confident our clients will feel the difference in both service and culture as we tap into the firm’s advanced technology and deep resources to further enhance their experience,” said Wentworth.
In addition to more than a dozen years of advisory experience, Wentworth has achieved multiple industry designations including as a CERTIFIED FINANICAL PLANNER® professional, Retirement Income Certified Professional®, Certified Plan Fiduciary Advisor® and Chartered Retirement Planning Counselor™.
Wentworth was also recently named to the Forbes Top Next-Generation Wealth Advisors Best-in-State list for 2024. His professional expertise is backed by a degree in Financial Economics from the University of Maryland Baltimore County and a master’s degree in Personal Financial Planning from the College for Financial Planning.
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 $1.53 trillion as of Apr. 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. Wentworth Financial Group 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.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Awarded at previous firm. The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-genadvisors/?sh=166061825fc3