LAKE MARY, Fla. – Addition Financial Credit Union members now have access to enhanced investment guidance, digital tools and personalized financial planning through a new relationship with Raymond James Financial Services, Inc., a leading financial services firm.
The credit union announced that Addition Financial Wealth Management, supported by Raymond James, will offer members a comprehensive suite of financial planning and investment services designed to support long-term financial wellbeing.
Services available through Addition Financial Wealth Management include:
- Retirement planning
- Portfolio management
- Investment banking
- Investment management
- Financial planning
- Business planning.
“By working with Raymond James, we can help members build strong financial futures through easy-to-use digital tools while providing access to knowledgeable financial advisors who can guide them through important financial decisions,” said Kevin Miller, President and CEO of Addition Financial Credit Union. “Whether a member is planning for retirement, growing investments or preparing for a major life milestone, this partnership helps ensure they have the resources and personalized guidance they need.”
Addition Financial is also welcoming a new team of financial advisors, led by brokerage services manager Jayar Williams to support and advise members. Williams brings more than 20 years of comprehensive wealth management experience, focusing on advising members to develop and implement investment strategies that help address immediate and future goals.
“Addition Financial has built a strong reputation for serving its members with integrity and a long-term mindset,” said Jon DeMayo, vice president of business development at FID. “We are proud to support Jay and the team as they grow the investment program with access to the resources, technology and advisory capabilities of Raymond James – all while preserving the personalized service their members value.”
Members will be able to easily view investment accounts through a new, secure, easy-to-use online platform anytime on a computer, tablet or smartphone.
Members interested in learning more about Addition Financial Wealth Management can visit AdditionFi.com/WealthManagement or access the Raymond James client portal at raymondjames.com/additionfinancial.
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About Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 8,900 financial advisors managing approximately $1.77 trillion in total client assets.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Addition Financial Credit Union is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
Addition Financial Credit Union and Raymond James have an agreement where AFCU refers potential clients for a referral fee. If you become a client, AFCU receives compensation, creating an incentive to refer you and a conflict of interest. AFCU is not an advisory client of Raymond James. Detailed disclosures will be provided before any such compensation is paid.
About Addition Financial Credit Union:
Addition Financial Credit Union is a trusted financial partner dedicated to helping members achieve their goals through better banking and financial education. Founded in 1937 and headquartered in Lake Mary, Florida, Addition Financial is a not-for-profit, member-owned cooperative with more than $3.8 billion in assets and over 256,000 members. With 37 full-service branches, 12 student-run high school branches, and a presence across 42 counties in Florida and Georgia, Addition Financial offers competitive rates, lower fees, and personalized service to meet the needs of its growing membership. Addition Financial is the Official Financial Institution of the UCF Knights and holds the naming rights to the Addition Financial Arena on the University of Central Florida campus. Recognized by both Newsweek and Forbes as one of the “Best Credit Unions” in 2025, Addition Financial continues to expand its impact in the communities it serves. Learn more at AdditionFi.com.
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