Advisers on the Move

Wells Fargo advisers managing $760 million switch to Raymond James

Michigan-based movers are $500 million team and $260 million solo rep

Jun 11, 2018 @ 4:45 pm

By InvestmentNews

A three-man adviser team managing $500 million at Wells Fargo Advisors and a solo adviser managing $260 million at Wells have joined the employee unit of Raymond James in Michigan.

Craig Cooley, Lee Miller and Michael Wegener, operating as Water Street Wealth Management at Raymond James, joined the firm's office in Bay City, Mich.

Tim Godin joined the Raymond James office in Farmington Hills, with sales associate Morag Rourke and assistant Dylan McEvilly, who is training to become a financial adviser. They operate as Godin Wealth Management of Raymond James.

Mr. Cooley started his career at A.G. Edwards in 2003. The firm was acquired by Wells Fargo in 2008. Mr. Miller worked at Wells Fargo Advisors and A.G. Edwards for nearly 20 years. Mr. Wegener began his financial services career in 1997 with SII Investments. After working at Horner, Townsend & Kent and Capital Analysts, he joined Wells Fargo in 2010.

Mr. Godin started his securities career in 1988 at Blinder, Robinson, and moved to A.G. Edwards in 1990.


What do you think?

View comments

Recommended for you

Featured video


Financial advisers highlight solutions to increase diversity and inclusion

These Excellence in Diversity & Inclusion award winners suggest short-term changes to help foster D&I in the financial advice profession.

Latest news & opinion

7 things advisers should do today to boost diversity and inclusion

Creating diversity and inclusion within financial advice firms is challenging, but these InvestmentNews Excellence in Diversity & Inclusion award winners have suggestions that firms can put into practice today

The midterm elections: What's at stake for financial advisers

A shift in control of the House could change the course of important issues, including the SEC advice rule, tax reform and retirement policies.

What to tell your clients after they've won the lottery

The current combined Mega Millions and Powerball jackpots are more than $850 million. What should you tell your clients if they have a winning ticket?

2019 Medicare premiums announced

Slight increase in Part B premium to $135.50 per month is in line with expectations.

7 ways states got tough with unregistered individuals and firms in 2017

Rise in digital currency frauds helped trigger a crackdown by state regulators.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print