Raymond James welcomes advisors managing $280 million in Hoover, Alabama
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Tim Bembry, CFP®, and Edgar Acosta, CRPC®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast divisional director for RJFS.
The duo arrives from Wells Fargo, where they managed approximately $280 million in client assets. As co-founders of Living Wells Financial Group, based in Hoover, Alabama, they provide holistic financial planning and guidance to a variety of clients, specializing in business owners, retirees and healthcare professionals. They are joined by Office Manager Haley Edwards.
“At this phase of my career, what matters most to me is having the independence and freedom to serve clients with common-sense advice that is timely, practical and truly in their best interest, and Raymond James provides just that,” said Bembry. “The firm’s reputation, resources and support combined with its people-centric culture aligns with my values seamlessly. Here, I feel like I matter.”
Bembry earned his bachelor’s degree in finance and management from Samford University and holds the CERTIFIED FINANCIAL PLANNER® professional designation. He has held several positions at Wells Fargo since 1995 and brings over 36 years of industry experience to his role as partner of the practice.
"The decision to affiliate with Raymond James was rooted in a profound alignment of core values," said Acosta. "I wanted to find a partner who shared my commitment to keeping clients at the center of all we do. My clients' goals are my own, and I sought a firm that takes ownership in all facets of wealth management to facilitate reaching them."
Acosta began his career in 2007 at Wells Fargo where he served for 17 years. His professional experience is backed by a bachelor’s degree in finance from the University of Alabama alongside the Chartered Retirement Planning CounselorTM designation.
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 $1.64 trillion as of June 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. Living Wells 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.