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.
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