Billion-dollar Merrill team joins Raymond James

Billion-dollar Merrill team joins Raymond James
Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.
OCT 04, 2022

Nicholas Conner, Kevin Latta, Michael Conti and Jamie Howells, who managed $1.1 billion at Merrill Lynch in Farmington Hills, Michigan, have moved to the employee channel of Raymond James. They are based in the firm’s Novi, Michigan, office.

The team, now operating as Stone Manor Wealth Advisors of Raymond James, includes client service associates Timothy Holly, Kimberly Reid and Kimberly Ybarra, as well as investment portfolio associate Adriana Soto and business coordinator George Kourtis.

Conner spent his 26-year securities career at Merrill Lynch.

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