Raymond James adds Wells Fargo team with $450 million in assets
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.
A father-son pair of advisors who oversaw more than $450 million in assets at Wells Fargo joined Raymond James & Associates, the firm announced Wednesday.
David and Paul Gwidt will operate as Gwidt Wealth Management Group of Raymond James in Racine, Wisconsin. A staffer, Geoff Grabiel, is joining them in the move to Raymond James from Wells Fargo.
“Raymond James’ reputation and client-focused culture were compelling factors which attracted us to the firm,” David Gwidt said in a statement.
David Gwidt had been affiliated with Wells Fargo since 2000. He has 34 years of experience and started his career at Lehman Brothers in 1988 before joining Salomon Smith Barney in 1993.
Paul Gwidt worked as a CPA at a public accounting firm before joining Wells Fargo in 2020.
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