Raymond James nabs Florida team managing $227 million
The Orlando-based advisers will operate as Signature Wealth Partners and will serve high-net-worth individuals, pre-retirees and corporate executives.
Advisers Dan Smith IV, Todd Bryant, Eric Carlson and David Pieronowski, who managed about $227 million in client assets at MML Investors Services in Orlando, Florida, have moved to Raymond James Financial Services, the firm’s independent adviser channel.
The advisers will operate as Signature Wealth Partners and will be joined by client services specialists Cathy Stockton, Diane Stallard and Elizabeth Hall. Together they serve a variety of clients including business owners, high-net-worth individuals, pre-retirees and corporate executives.
[MORE: Raymond James nabs Wells Fargo trio managing $502 million]
Learn more about reprints and licensing for this article.
