Advisers on the Move

Wells Fargo advisers managing $760 million switch to Raymond James

Michigan-based movers are $500 million team and $260 million solo rep

Jun 11, 2018 @ 4:45 pm

By InvestmentNews

A three-man adviser team managing $500 million at Wells Fargo Advisors and a solo adviser managing $260 million at Wells have joined the employee unit of Raymond James in Michigan.

Craig Cooley, Lee Miller and Michael Wegener, operating as Water Street Wealth Management at Raymond James, joined the firm's office in Bay City, Mich.

Tim Godin joined the Raymond James office in Farmington Hills, with sales associate Morag Rourke and assistant Dylan McEvilly, who is training to become a financial adviser. They operate as Godin Wealth Management of Raymond James.

Mr. Cooley started his career at A.G. Edwards in 2003. The firm was acquired by Wells Fargo in 2008. Mr. Miller worked at Wells Fargo Advisors and A.G. Edwards for nearly 20 years. Mr. Wegener began his financial services career in 1997 with SII Investments. After working at Horner, Townsend & Kent and Capital Analysts, he joined Wells Fargo in 2010.

Mr. Godin started his securities career in 1988 at Blinder, Robinson, and moved to A.G. Edwards in 1990.


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