Advisers on the Move

Merrill Lynch team managing $400 million moves to Raymond James

Trio in Auburn Hills, Mich., join firm's employee unit

Apr 23, 2019 @ 11:32 am

By InvestmentNews

A three-adviser team managing $400 million in assets at Merrill Lynch have moved to the employee unit of Raymond James in Auburn Hills, Mich.

Gus Panos, Jason Firek and John Gaynor operate at Panos Firek Wealth Management, along with three staff members.

(More:See more adviser moves in InvestmentNews' Adviser on the Move database.)

Mr. Panos began his financial services career in 1991 at Olde Discount Corp., and moved to Morgan Stanley in 2000, where he met Mr. Firek. In 2007, they moved to Merrill Lynch.

Mr. Firek started his career in 2002 at Morgan Stanley. Mr. Gaynor joined the industry and the Panos Firek team at Merrill Lynch in 2003.


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