Wells Fargo team managing $468 million joins Raymond James
The four-adviser group is moving to the firm’s employee unit in Augusta, Georgia and will operate as the Cypress Wealth Group.
A four-adviser team managing $468 million at Wells Fargo Advisors in Augusta, Georgia, has joined the employee unit of Raymond James.
Martin Ferrara, James “Bubba” Helton Jr., Justin Preissler and James McGee will operate as the Cypress Wealth Group of Raymond James.
Ferrara, Helton and Preissler all have more than 20 years of experience.
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