Raymond James has snapped up advisor Joshua Rogers from Merrill Lynch, where he managed about $360 million in client assets.
Rogers, who leads the Rogers Wealth Management of Raymond James team, has joined Raymond James & Associates — the firm's employee advisor channel — in Ponte Vedra, Florida. He is joined by client service associate Kristen Stoinoff, providing wealth management guidance to business owners, families and individuals living in and preparing for retirement.
"We selected Raymond James after extensive due diligence and were drawn to its substantial resources, technology and financial stability,” Rogers, senior vice president for wealth management, said in a press release.
“However, our decision was centered on our clients and finding a firm that would provide us with the best opportunity to care for their unique needs and objectives. At Raymond James, there is an unquestionable focus on quality and culture. We're confident that its platform and capabilities are the right fit for our clients and for growing our practice moving forward."
Rogers had a 23-year career as a financial advisor with Merrill Lynch and was named to the 2022 and 2023 editions of the Forbes list of Best-in-State Wealth Advisors.
"It is an absolute pleasure to welcome Josh and his team to Raymond James," said Bert White, Florida regional director for Raymond James. "Their unwavering commitment to clients is impressive and we're confident they will continue to grow and thrive with the support of the firm's advanced capabilities, stability and cutting-edge technology."
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
