Subscribe

Billion-dollar Morgan Stanley team goes indie with Raymond James

Billion-dollar-Morgan-Stanley-team-goes-indie

Foursome creates Campbell Johnson McGiboney Wealth Advisors in Franklin, Tennessee

A four-adviser team managing $1.1 billion at Morgan Stanley in Nashville, Tennessee, has gone independent and affiliated with Raymond James.

Randy Campbell, Eric A. Johnson, Mason McGiboney and Stacy Womack now operate as Campbell Johnson McGiboney Wealth Advisors in Franklin, Tennessee.

[More: Raymond James still ‘very pleased’ with recruiting in face of COVID-19]

Campbell, the founder of the team’s practice, began his career in 1990 at The Robinson Humphrey Co., which through mergers and name changes became part of Morgan Stanley.

Johnson began his career 25 years ago at Smith Barney, where he began working with Campbell.

McGiboney and Womack joined the team in 2014 and 2016, respectively.

[More: Raymond James buys 401(k) plan provider NWPS]

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print