After a weeks-long lull, Raymond James has resumed its July recruitment efforts by extending its employee advisor unit’s reach in three states.
Across three announcements, the wealth industry giant recently revealed it had added three seasoned financial advisors who collectively managed over $380 million in client assets to Raymond James & Associates.
In Fayetteville, Arkansas, Ryan Brisiel joined Raymond James Advisor Select, a division within RJA. Brisiel transitioned from Arvest Wealth Management, where he managed over $100 million in assets.
With over 20 years of experience in the financial services industry, Brisiel has taken on the role of first vice president, wealth management at SWK Financial Planning Advisors of Raymond James, under the supervision of complex manager Jeremy Silvas.
“I found myself coming back to Raymond James when searching for a new firm for its emphasis on serving both advisors and clients,” Brisiel said, calling his experience with the firm “a breath of fresh air.”
Stacy McVan, based in Dublin, Ohio, has also joined the Raymond James network. Previously managing over $100 million in client assets at Edward Jones, McVan brings a decade of industry experience with a career that also includes positions at HSBC and Johnson & Johnson.
Supervised by branch manager Mike Teller, McVan is joined by client service associate Jada Rock at Stacy McVan Wealth Management of Raymond James, which serves a diverse clientele that includes business owners, families, and retirees.
Finally in Birmingham, Michigan, Raymond James said it recently welcomed Rose Gatto, an advisor from Comerica Financial Advisors, part of Ameriprise Financial Services, where she oversaw more than $180 million in assets.
With roughly a quarter-century of experience, Gatto is accompanied by senior client service associate Debbie Beardsley at Rose Gatto Wealth Management of Raymond James, with Great Lakes regional director Dominic Prioli overseeing the new unit.
“The firm’s commitment to ethical standards, financial stability and a conservative, long-term approach aligns seamlessly with the mindset of my clients – growing wealth without undue risk," Gatto said.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
