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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
