People Moves

Who's Moving Where In Wealth Management? – Raymond James

Editorial Staff 21 February 2023

Who's Moving Where In Wealth Management? – Raymond James

The latest senior moves in the North American wealth management sector.

Raymond James has welcomed financial advisor Rob Bedinghaus and his business to the firm’s independent advisor channel.

Bedinghaus Wealth Planning is located in Lebanon, Ohio. Bedinghaus is joined by senior client service co-ordinator Susan Adams. Together they offer personalized financial planning and support to clients, which include business owners, families, individuals with sudden wealth and those in or nearing retirement. 

Previously, Bedinghaus managed more than $130 million in client assets at Edward Jones.

Prior to founding the business in 2022 and becoming a financial advisor at Edward Jones in 2015, Bedinghaus worked in academia. He taught at Indiana University while earning his master’s degree and later his doctorate. 

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