Two Houston-based advisers who had managed about $350 million in assets at Wells Fargo are joining Raymond James' channel for independent advisers, Raymond James Financial Services, the company announced.
Brandon Glasscock and Mandy Haskell are also joining Wealth Partners Alliance, which is a partnership of independent advisers affiliated with Raymond James. They’re joined in the move by staffer Sara Ferrell.
Glasscock began his career at Ameritas in 2000 and had been affiliated with Wells Fargo since 2007.
Haskell started at Commonwealth Financial Network in 2006 and joined Wells Fargo in 2018.
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RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
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