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.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
