Advisers managing $230 million join Raymond James in Florida

Advisers managing $230 million join Raymond James in Florida
Truist and Cetera reps form team in Destin; Merrill Lynch rep switches in Aventura.
JAN 06, 2022

Two advisers who collectively manage $120 million in Destin, Florida, and Ofer Levy, who managed $110 million at Merrill Lynch in Aventura, Florida, have joined the employee unit of Raymond James.

Mike Bedsole, formerly with Truist, and Michael Fenn, who was affiliated with Cetera Investment Advisors, have formed the Bedsole Wealth Management Group of Raymond James in Destin, Florida.

Ofer Levy, who joined Merrill Lynch in 2009 after many years in finance, brings with him three staff members.

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