Scott Anderson and Matt Anderson, a father-son team managing $428 million at D.A. Davidson in Lake Oswego, Oregon, have formed Anderson Wealth Management Group and affiliated with Raymond James.
Joining them are their service associates Kim Gilkey and Anelia Kaloferova, Raymond James said in a press release Tuesday.
Scott Anderson spent 21 years at A.G. Edwards & Sons before moving to D.A. Davidson in 2005. Matt had been with Davidson for almost a decade.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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