Raymond James has added a team of three financial advisers who managed about $409 million at Merrill Lynch. The advisers will join the firm’s employee adviser channel, Raymond James & Associates, the firm said.
Steve Harman, Mark DeGon and Jake Phillips are based in Spokane, Washington, and will operate as Panorama Wealth Management of Raymond James. They were joined in the move by two staffers, Jennifer Jones and Kaitlyn Harman.
Harman has almost 30 years of experience, having started at Merrill in 1992 as a wealth management adviser. DeGon started at Merrill in 1993. Phillips worked as a certified public accountant before joining Merrill Lynch in 2014.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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