Merrill Lynch team managing $240 million moves to Raymond James

Two advisers and assistant join employee unit in Michigan.
MAY 25, 2017

A two-adviser team managing $240 million in assets at Merrill Lynch has moved to the employee unit of Raymond James in Clinton Township, Michigan, southwest of Ann Arbor. Gary Cook and Kristina Daniel, who head the team, were joined by their assistant, Beth Decker. They operate as Cook Daniel Wealth Management of Raymond James. Mr. Cook began his financial services career with Merrill Lynch in 1995, first in Rochester, Mich., then Auburn Hills and finally Clinton Township. Ms. Daniel began her career in the financial services industry in 1998, and with the exception of two brief stints at The Huntington Investment Company, she remained with Merrill Lynch until moving to Raymond James.

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