Raymond James has expanded its employee advisor channel yet again with a pair of experienced advisors from Morgan Stanley.
The firm announced that it recently welcomed a team managing more than $360 million in assets, led by Gary Perl and Katie Janda.
The former Morgan Stanley advisors joined Raymond James & Associates along with practice business manager Sharon Brown and client service associate Elisabeth Perl.
As the Perl Group of Raymond James, the team operates offices are based in Ponte Vedra Beach, Florida, and Fort Collins, Colorado, as part of RJA’s Ponte Vedra Beach branch.
Under the leadership of South Atlantic regional director Gregg Stupinski, they work with a diverse base of clients that includes business owners, corporate executives, families and healthcare professionals, as well as corporate retirement plans.
Perl, now managing director of wealth management, brings more than 34 years of industry experience. His career began in 1990, and he had spent the last 15 years at Morgan Stanley before making the switch.
“[We chose Raymond James] for its long-standing, client-centered focus that respects and emphasizes the relationship between advisors and their clients,” he said in a statement, highlight the firm’s alignment with the team’s values.
Janda praised Raymond James’s “support for the advisor-client relationship and its warm, approachable culture,” as well as its focus on “the human side of investment service.”
Her 18-year career in the industry includes time at AMG National Trust before her recent two-year tenure at Morgan Stanley.
Perl and Janda’s move to RJA builds on several recent additions to the unit this month, including a multigenerational trio from Baird in Indiana and a breakaway JPMorgan advisor in Texas.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
Both of Vanguard's acquisitions have targeted the RIA industry, but the first ended in a legal settlement just weeks before buying Altruist.
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Appointment continues a wave of AI leadership hires reshaping wealth management as advisory firms race to build out digital and data infrastructure.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
