Wells Fargo loses employee broker duo to Raymond James ​

Team in Virginia manages $138 million in assets

Mar 20, 2017 @ 2:36 pm

By InvestmentNews

A two-person team at Wells Fargo Advisors that managed $138 million in client assets has joined Raymond James & Associates, the firm's traditional employee channel, in Ashburn, Va.

Sam Kim and financial planner Scott Mann operate as Kim Wealth Management of Raymond James, the firm said in a release.

Mr. Kim began his financial services career in 1998 at Woodbury Financial Services. He joined First Union Securities in 2002, then spent three years with an independent office of Raymond James Financial Services in Harrisonburg, Va. To be nearer family, he joined Banc of America Investment Services in Virginia in 2007, and moved to Wells Fargo Advisors in 2009.

Mr. Mann began his career in 2008 and worked as a retirement consultant with Lincoln Financial before moving to Wells Fargo Advisors in 2013. He became a financial consultant on Mr. Kim's team in 2016.

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