1441 Main Street, Suite 806
Columbia, SC 29201
Raymond James recently welcomed financial advisors Steelman Ketchum, Shawn Roberts, Mark Sullivan, and Michael Schulz to Raymond James Financial Services — the firm’s independent advisor channel — in Columbia, South Carolina. The advisors say this move was necessary to give their clients in the Columbia community a higher caliber of independent financial advice.
Together as Vision Wealth Advisors, the team provides wealth management and planning services to a range of clients including business owners, corporate executives, retirees, families, and family offices. They were previously affiliated with Wells Fargo Advisors where they collectively managed more than $630 million in client assets.
“We wanted a strong partner with an excellent reputation when it came to ethics and execution,” says Ketchum. “Raymond James stood out because it was clear that they would never put us in a position to compromise the relationship we have with our clients.”
Ketchum offers extensive industry experience, having launched his career as a financial advisor in 1996. He has spent the past 20 years at Wells Fargo where, most recently, he was a managing director.
“Raymond James is a firm grounded in our core fundamental values of trust and respect,” Sullivan says. “Its culture of independence gives us freedom to make objective recommendations based solely on the best interest of our clients. There’s no pressure to push any proprietary products.”
Before joining Raymond James, Sullivan was a senior financial advisor and managing director at Wells Fargo, where he worked for 21 years. He was named a 2021 Forbes Best-in-State Wealth Advisor, marking the third consecutive year he received the honor.
“Raymond James stood out to us for its trust and integrity, as well as knowing that it can provide full-service offerings equal to those of a Wall Street firm. Our clients can enjoy the accountability and personal guidance that comes from being with one of the largest independent and service-focused financial services firms in the country,” says Schulz.
Schulz’s career spans more than 20 years. Previously, he was a financial advisor with Wells Fargo, where he first began working with Sullivan. Earlier, Schulz was a private banker at Wells Fargo.