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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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