Raymond James nabs team managing $350 million
BBVA trio switches to SmartBank unit affiliated with firm’s bank channel.
Advisers Thomas Montz, Amanda Montz and Nathan Novotny, who managed over $350 million at BBVA Compass Investment Solutions in Mobile, Alabama, have moved to SmartBank Investment Services, a unit of SmartFinancial whose advisers are affiliated with Raymond James.
Joining with the trio in their mov
Learn more about reprints and licensing for this article.
