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.
Mr. Wardein and Ms. Bethge now are based in the Raymond James Rancho Bernardo, Calif., office.
[Recommended video: John Rogers on why the advice industry lacks diversity
Mr. Wardein began his career at Merrill Lynch in 1978. Ms. Bethge joined her father four years ago.
Don't miss our Women Adviser Summit — coming to San Francisco.