Raymond James announced that a four-adviser team that had managed $580 million at Wells Fargo is joining Raymond James & Associates, the firm’s employee adviser channel, in Monroeville, Pennsylvania.
Brian Heberle, Dustin Helm, John Ferguson and Craig Cacini will operate as Heberle Helm Ferguson Group of Raymond James. They are joined in the move by two staffers, Leslie J. Hewitt and Jeffrey Weaverling.
“We were attracted to Raymond James by the technology and financial planning tools that will enable us to expand upon and enhance the value we provide to our clients,” Heberle said.
Heberle has 26 years of experience, according to his BrokerCheck record, having started at Wheat First Securities in 1995. He had been affiliated with Wells Fargo since 2009.
Helm has 29 years of experience. He started at Lehman Brothers in 1993 and had been affiliated with Wells Fargo since 2009.
Ferguson has 36 years of experience, beginning at First Jersey Securities in 1986, and was affiliated with Wells Fargo since 2009.
Craig Cacini has seven years of experience, all at Wells Fargo.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
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