Mark Anderson and Tiago Lima, whose team manages $200 million in Colorado Springs, Colorado, has switched their affiliation from Northwestern Mutual to Raymond James.
Their Sovereign Wealth Strategies Group includes eight planners and associates. Anderson and Lima had been with Northwestern Mutual for 10 years. The team provides wealth management to support their clients, which include military service members, veterans and their families in addition to business owners, corporate executives and retirees, Raymond James said in a press release.
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