Advisers on the Move

Wells Fargo FiNet loses $275 million team to Raymond James

Five-person Holloway Harman & Associates is based in Kansas City, Mo.

May 18, 2017 @ 1:45 pm

By InvestmentNews

Jeff Holloway and Sean Harman and their team in Kansas City, Mo., have switched affiliations from Wells Fargo Advisors Financial Network to the independent unit of Raymond James.

The five-person team, operating as Holloway Harman & Associates, managed $275 million in client assets at FiNet.

Mr. Holloway, who began his financial services career at Edward Jones in 1997, joined A.G. Edwards in 2001 and Wells Fargo Advisors in 2008. He went independent at FiNet in 2010, forming Holloway & Harman Capital Management in 2010.

Mr. Harman also started his career at Edward Jones, in 2001, and later worked for A.G. Edwards and Wells Fargo Advisors before joining Wells Fargo FiNet in 2010 and working with Mr. Holloway.

The team's three associates are Betty Wilson, Amanda Miller and Whitney Scobee.

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