Raymond James has extended its network in Ohio as it onboards a veteran advisor from Wells Fargo into its ranks.
The broker-dealer giant announced on Tuesday that it has welcomed Andrew Widing, a seasoned financial advisor, to its employee advisor unit.
Widing is joining Raymond James & Associates from Wells Fargo Advisors, where he reportedly managed over $140 million in client assets.
He transitioned into the Dublin, Ohio branch of RJA, where he’ll be working under the supervision of branch manager Mike Teller and Amy Smart, Mid-American regional director.
“Transitioning to Raymond James is a strategic move rooted in our commitment to a client-first philosophy and the pursuit of excellent service," Widing said in a statement on Tuesday.
He’ll be serving a diverse client base at his namesake practice, Andrew Widing Wealth Management of Raymond James, which includes healthcare professionals, pre-retirees and retirees, and business owners, as well as corporations.
Commending the firm’s “independence and unwavering focus on client needs,” the veteran with nearly 20 years of industry experience expressed optimism at his new affiliation and how it will “[empower] us to deliver personalized, high-quality financial strategies to our clients.”
"We are thrilled to join a firm that shares our dedication to integrity and client success, and we look forward to leveraging its robust resources and support to help enhance our clients’ financial journeys," he added.
Widing’s addition extends a streak of recruitment at RJA that’s persisted over the past several weeks. In July, the firm added three advisors that previously managed a collective total of more than $380 million at rival firms to its ranks.
More recently, the firm bolstered its presence in New York with an advisor formerly from LPL, where he reportedly managed $245 million.
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