Florida team managing $325 million joins Raymond James

Florida team managing $325 million joins Raymond James
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
JAN 18, 2022

Three advisers who manage more than $325 million in assets in St. Petersburg, Florida, have joined Raymond James & Associates from Morgan Stanley.

Paul Manfrey, Greg Bell and Colin Long will operate as The HarborView Group, according to the Raymond James announcement. They are joined in the move by staffers Shannon M. Gonzalez and Judy Wilson.

Manfrey has more than 30 years of experience. He had been affiliated with Morgan Stanley since 2012 and earlier spent 20 years at Wells Fargo.

Bell has 44 years of experience, having started at Merrill Lynch in 1977. He had been affiliated with Morgan Stanley since 2011.

Long started his career at Wells Fargo in 2011 and had been affiliated with Morgan Stanley since 2012.

Latest News

Merrill to pay $39 million in cash sweep settlement
Merrill to pay $39 million in cash sweep settlement

The financial advice industry has been facing inquiries into its cash sweep programs for years now.

SEC accuses fund advisor of defrauding SpaceX, OpenAI investors
SEC accuses fund advisor of defrauding SpaceX, OpenAI investors

Investor money allegedly went to strip clubs, exotic cars, and landscaping

RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey
RIA moves: Savant enters Thousand Oaks as Procyon lands in New Jersey

Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm

Beyond sell or inherit: A third exit for appreciated property
Beyond sell or inherit: A third exit for appreciated property

With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.

AI marketing adoption gap costs financial firms revenue
AI marketing adoption gap costs financial firms revenue

Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains