Advisers on the Move

Merrill advisers managing $206 million join Raymond James

Gary Wardein and daughter, Erin Bethge, are based in Rancho Bernardo, Calif.

Oct 17, 2019 @ 12:17 pm

By InvestmentNews

Gary Wardein, who managed $206 million at Merrill Lynch in San Diego, Calif., with his daughter, Erin Bethge, have joined the employee unit of Raymond James.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

Mr. Wardein and Ms. Bethge now are based in the Raymond James Rancho Bernardo, Calif., office.

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Mr. Wardein began his career at Merrill Lynch in 1978. Ms. Bethge joined her father four years ago.

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