Tim Woods, Blake Brignac and Mitchell Woods, who managed approximately $453 million at Merrill Lynch in Lake Charles, Louisiana, have joined Raymond James & Associates — the firm’s employee adviser channel.
The adviser team — now known as Woods Brignac Wealth Management of Raymond James — is joined by client service associates Debbie Ardoin and Mackenzie Wright, Raymond James said in a press release Tuesday.
Tim Woods launched his wealth management career at Merrill Lynch in 1998. Brignac brings nearly a decade of advisory experience to Raymond James, following his tenure at Merrill Lynch. Mitchell Woods began his career in financial services with Merrill Lynch in 2016.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
