Subscribe

Wells Fargo duo managing $336 million moves to Raymond James

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

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.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Fed will cut once before presidential election, says Howard Lutnick

Cantor Fitzgerald’s chief executive predicts the central bank will “show off a little bit” just before voters head to the polls.

Tech stocks tumble after Meta misses on earnings

The Nasdaq 100 shed $400B, the Facebook parent slumped by as much as 16%, and AI believers are left on tenterhooks.

Concord ups the ante on Hipgnosis takeover battle

The music rights investor increased its bid to own the London-listed company’s enviable library of songs from iconic acts.

Trump Media doubles down on illegal short-selling claims

Parent company of Truth Social has flagged concerns that so-called "naked" short sales are happening.

Tesla soars as Musk’s cheaper EVs calm fears over strategy

EV stock rebounds after suffering longest rout since late 2022.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print