A four-adviser, seven-person team managing $842 million at Merrill Lynch in Salt Lake City has moved to the Raymond James employee channel.
Advisers Steven G. Williams, Kevin Townsend, Steven R. Williams and Pamela Fisher made the switch, along with practice business manager Kim Smith and senior client service associates Barbara Hillman and Anne Beck. They operate as Williams & Townsend Wealth Management Partners.
Steven G. Williams spent almost 30 years at Merrill Lynch.
The 25-year veteran of the industry brings his experience from Raymond James, Invesco and Barclays to the Las Vegas, Nevada-based firm.
The financial industry veteran, supported by a team of wealth advisors, will drive the firm's private banking expansion in Pennsylvania
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