Raymond James nets Wells duo managing $328 million

Raymond James nets Wells duo managing $328 million
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
OCT 20, 2022

The father-and-son team of Mark Thannisch and Wilson Thannisch, who managed $328 million at Wells Fargo Advisors in Austin, Texas, have moved to the employee channel of Raymond James.

Formerly a practicing attorney, Wilson Thannisch had been with Wells Fargo for five years. Mark Thannisch, who has more than 37 years of advisory experience, had been with Wells Fargo and predecessor firms for nearly two decades.

The father-son adviser duo, along with client service associate Caitlin Kornblum, operate as Thannisch Wealth Management of Raymond James and provide personalized financial planning services to clients, ranging from business owners to endowments and foundations, Raymond James said in a press release Thursday.

'IN the Office' with annuity expert Tamiko Toland

Latest News

Mercer Advisors lands third-biggest deal to date with Full Sail Capital
Mercer Advisors lands third-biggest deal to date with Full Sail Capital

With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.

Fintech bytes: FP Alpha rolls out estate insights feature
Fintech bytes: FP Alpha rolls out estate insights feature

Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.

Morgan Stanley, Atria job cut details emerge
Morgan Stanley, Atria job cut details emerge

Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.

Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

LPL, Evercore welcome West Coast breakaways
LPL, Evercore welcome West Coast breakaways

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.