Raymond James recruits Oregon adviser from Morgan Stanley

Veteran adviser manages $170 million in client assets

Jan 4, 2017 @ 12:42 pm

By Jeff Benjamin

Raymond James & Associates has recruited Portland, Ore.-based brokerage representative Katherine Fisher-Schultz from Morgan Stanley.

Ms. Fisher-Schultz, who managed more than $170 million in client assets at Morgan Stanley, has joined Raymond James' traditional broker-dealer office.

(Search: Advisers on the Move database)

An industry veteran, Ms. Fisher-Schultz started her career in 1988 as a sales assistant with Prudential Securities. She became a financial adviser in 2000.

Prudential was acquired by Wachovia in 2003, and in 2004 she joined Smith Barney's Portland office, which was sold to Morgan Stanley in 2009.

Ms. Fisher-Schultz is a solo practitioner, primarily serving individuals and families in or near retirement.

(More: Raymond James scores duo from Wells Fargo)

Jason Saunders, the Raymond James branch manager in Portland, praised Ms. Fisher-Schultz for her track record and reputation as an adviser.

“Her conservative, client-first values align closely with those of Raymond James, making her a great addition to our firm,” he said.

Raymond James has approximately 7,100 advisers serving more than 2.9 million client accounts in more than 2,800 locations. Total client assets exceed $608 billion.


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