Raymond James welcomes advisors managing over $175 million in Boise, Idaho
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Daniel Timberlake, CFP®, CEPA®, MBA, and Alexis “Lexi” Howard, CFP®, CDFA®, CEPA®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Dominic Prioli, Upper Midwest region director for RJA.
The advisors arrive from Wells Fargo where they managed over $175 million in client assets. As Waypoint Financial Partners of Raymond James, based in Boise, Idaho, the duo provides holistic financial planning and guidance to business owners, women investors and those in or nearing retirement. They are joined by Registered Client Relationship Associate Casey Miner.
“Effective financial guidance that reflects each client’s unique life circumstances is a product of listening and personal connection,” said Timberlake. “Raymond James provides the planning technology and culture that turns those conversations into client-first strategies.”
Timberlake brings over 13 years of financial services industry experience to his role as vice president of wealth management. He began his career at Wells Fargo in 2012, and his experience is backed by a Ph.D. and an MBA from the University of Missouri alongside the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® designations.
Howard holds a bachelor’s degree in family, community and human development with an emphasis in financial planning from the University of Utah in addition to the CERTIFIED FINANCIAL PLANNER®, Certified Divorce Financial Analyst® and Certified Exit Planning Advisor® designations. She brings seven years of financial services industry experience.
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 $1.73 trillion as of Sept. 30, 2025. Additional information is available at raymondjames.com.
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.