Raymond James adds advisor from Wells Fargo
Thera Elliott of Raymond James Financial Services
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
Raymond James Financial expanded its head count in Florida with the addition of Thera Elliott, a Florida-based advisor who had been managing $105 million in client assets at Wells Fargo.
Elliott, who is joining Raymond James Financial Services, the firm’s channel for independent advisors, operates as Elliott Wealth Strategies in Boca Raton. She is joined in the move by office manager and sales assistant Joy Lynn McGarity.
Her firm serves business owners, health care professionals, women investors, retirees and families.
“Raymond James stands out in the industry for its distinguished reputation and client-first approach, which provides me with the freedom and flexibility to run my practice in a way that best suits my clients,” Elliott said in a statement. “In addition, its robust investment, banking, trust and insurance capabilities backed by a team of estate planning professionals can be highly beneficial to my clients and business.”
Elliott has nearly 20 years of experience and spent 16 years at Wells Fargo.
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