Advisers on the Move

Wells Fargo duo managing $336 million moves to Raymond James

Thomas Monroe and John McDermott join employee unit in West Hartford, Conn.

Jun 13, 2018 @ 2:55 pm

By InvestmentNews

Thomas Monroe and John McDermott, who managed $336 million in assets at Wells Fargo Advisors, have moved to the employee unit of Raymond James in West Hartford, Conn. Moving with them is Wendy Petrovits, their client service associate.

Mr. Monroe has more than 23 years of industry experience, beginning at Merrill Lynch and moving to A.G. Edwards in 1997. The firm was later acquired by Wells Fargo Advisors.

Mr. McDermott began his financial services career in 1993 at A.G. Edwards.

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