Raymond James welcomes Iowa advisor team managing approximately $1.25 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors David Lorbiecki, Dan “Chris” McPhail Jr., David Haas and Willis Gaer to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Dominic Prioli, Upper Midwest regional director for RJA.
Operating as Greenwood Wealth Partners of Raymond James in Clive, Iowa, the team provides financial planning and investment guidance to families, individuals, business owners, foundations, endowments, nonprofits and retirees. The advisors arrive from D.M. Kelly & Company where they managed approximately $1.25 billion in client assets and are joined by Practice Business Manager Holly Ellsworth.
“Through our affiliation with Raymond James, our advisors gain access to an expanded investment platform, comprehensive wealth management resources and the home office support to serve clients across a broad range of financial goals,” said Lorbiecki, senior vice president of investments. “Just as important, Raymond James’ client focused culture and respect for our independence enable us to run our business in a way that reflects who we are: hardworking advisors focused on doing what is right for our clients.”
Lorbiecki, senior vice president of investments, began his financial services career in 1993 and joins RJA after 30 years at his previous firm. His experience is backed by bachelor’s degrees in marketing and finance from the University of St. Thomas.
McPhail, senior vice president of investments, began his financial services career in 2007. He holds a bachelor’s degree in finance from the University of Iowa.
Haas, vice president of investments, began his securities industry career in 2008. He holds two bachelor’s degrees in finance and economics from Marquette University.
Gaer began his securities industry career in 2022. His experience is backed by two bachelor’s degrees in finance and risk management and insurance alongside an MBA from Eastern Kentucky University.
“Greenwood Wealth Partners has built a substantial practice by delivering personalized guidance to clients across Iowa,” said Prioli. “At Raymond James, we are pleased to provide the scale, technology and breadth of wealth management resources to bolster that work while continuing to put their client relationships first.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.97 trillion as of August 31, 2026. Additional information is available at raymondjames.com.