Two former Wells Fargo Advisors have jumped ship to join joined Raymond James Financial Services, the the firm’s independent advisor channel.
Based in Massapequa Park, New York, Scott T. Mulford and Melissa Minikes previously managed over $170 million in client assets while at Wells Fargo. The pair are joined by client service associate AnnMarie DeFabio.
Mulford began his career in financial services in 2017 at Wells Fargo. He received an undergraduate degree from Baruch College and an MBA at Molloy College. Since then, he’s gained a comprehensive approach to wealth management, risk management and estate planning to individuals, families and businesses.
Minikes comes to Raymond James with more than 22 years of experience as an advisor. According to her BrokerCheck report, she started her career in 2001 at Edward Jones, then joined Wells Fargo in 2006. She received an MBA in finance from Adelphi University.
Mulford said moving to Raymond James was based on finding the best fit to help support him and Minikes to fuel their business.
“The individuals I have met at the firm have shown the dedication and drive to do just that,” he said in a statement. “I also want to ensure that my father’s legacy of helping others through this business will continue for decades to come,” said Mulford.
Report on Climate Action 100+ signals risk for passive managers' 13G status heading into the 2027 proxy season.
Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index
Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.
What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.
Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
