Kevin Cooper, who managed $464 million at Morgan Stanley in Boca Raton, Florida, has joined Raymond James & Associates, the employee unit of Raymond James.
Cooper heads Cooper Family Office Consulting of Raymond James, which specializes in intergenerational wealth management, Raymond James said in a press release. He is joined by senior registered client service associate Jean Panarello.
Cooper, who had been with Morgan Stanley since 2013, earlier spent seven years with UBS and 10 years with Merrill Lynch. He began his career in 1992.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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