A team of advisors that oversaw $475 million in client assets at Ameriprise Financial Group has switched its affiliation to Raymond James Financial Services, the broker-dealer’s independent advisor channel, Raymond James announced Monday.
John Piotrowski, Richard Holsan and Scott Gribbons operate as Leeward Financial Group in Lighthouse Point, Florida. They’re joined in the move to Raymond James
“The Leeward Financial Group is excited to embark on a new path that allows us to leverage the flexibility of an independent platform and the vast resources and capabilities that Raymond James brings to a growing financial services practice focused on a client-first culture,” Piotrowski, who’s Leeward’s president and managing partner, said in a statement.
Piotrowski has 17 years of experience, according to his BrokerCheck report, and had been affiliated with Ameriprise since 2005.
Holson has 39 years of experience, according to BrokerCheck, and had been affiliated with Ameriprise since 2009, after previous stints at Citibank Private Bank, Smith Barney Wealth Management and Merrill Lynch.
Gribbons has 17 years of experience and started at Ameriprise in 2006.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to Devoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.
The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
