Subscribe

Morgan Stanley team managing $210 million joins Raymond James

Five-adviser group in Tucson, Ariz., moves to firm's employee unit.

A five-adviser team managing $210 million at Morgan Stanley in Tucson, Ariz., has joined the employee unit of Raymond James.

Ramon Burrola, Ivan Burrola, Alex Burrola, Adalberto Rosas and Guillermo Elias operate as the Burrola Global Financial Group of Raymond James.

[More: See more adviser moves in InvestmentNews’ Advisers on the Move database.]

Ramon Burrola joined Merrill Lynch in 1998 as an international financial adviser. He left for Morgan Stanley in 2011.

Ivan Burrola began his career at Merrill Lynch in 2003 and also moved to Morgan Stanley in 2011.

[Recommended video: Young professionals see lots of opportunity to reinvent the advice experience]

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print