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.


What do you think?

View comments

Recommended for you

Featured video


What's behind the TCA, ETrade deal?

Deputy editor Bob Hordt talks with senior columnist Jeff Benjamin about what each party in the recent acquisition stands to gain by joining forces.

Latest news & opinion

What's in a name? For TCA by ETrade, everything

Trust Company of America is gone, and there's big buzz over the name change. But turning the custodian into an industry powerhouse will take a lot longer — if it happens at all.

When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

As Ameriprise case shows, firms on hook when brokers go bad ​

The SEC will collect $4.5 million from the brokerage firm for failing to supervise brokers who were ripping off clients.

10 highest paid professions in America today

These are the top-paying jobs in the U.S., according to Glassdoor.

Ameriprise to pay $4.5 million to settle SEC charges that five reps stole more than $1 million from clients

Agency censures firm for not protecting clients from thieving brokers.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print