Raymond James adds three to employee advisor unit

Raymond James adds three to employee advisor unit
The firm’s new hires in Arkansas, Ohio, and Michigan, including a defector from Edward Jones, collectively managed more than $380M.
JUL 29, 2024

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.

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.