Displaying 153 results
Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Raymond James adds Indiana pair with $170M
The broker-dealer giant is expanding its independent advisor division with two advisors from PNC Investments.
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
Ex-Raymond James advisor makes comeback at LPL
The three-decade veteran in Texas is returning to the broker-dealer giant’s network as he looks to solidify his succession planning.
Raymond James adds advisor from Wells Fargo
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
Raymond James broadens California footprint with ex-Stifel advisor
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
Raymond James scores big with $1.1B Arizona practice
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
Raymond James signs $243M advisor from Wells Fargo
The industry veteran with two decades of experience will reinforce the brokerage firm's presence in Tennessee.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
Raymond James scoops up $265M advisor in Pennsylvania
The latest recruit to join the firm’s independent advisor channel comes with a three-decade record, including 10 years at Merrill Lynch.
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Raymond James taps Paul Reilly’s successor
Company announces only the fourth chief executive in its history.
Concurrent continues to hit growth goals with three new advisors
With the addition of recruits from Wells Fargo and Raymond James, the hybrid has topped its initial 2024 target of $17B in assets under advisement.
Want to retire happy from an advisory career? Start planning now
65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
Raymond James nabs Wells Fargo advisor
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
RayJay snaps up ex-Citi muni execs to bolster growth efforts
The brokerage giant is strengthening its public finance division’s presence in key markets including Seattle and Los Angeles.
Raymond James adds teams from Morgan Stanley, UBS
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
Veteran dealmaker Nesvold lands at Emigrant Bank
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
$450M team joins Raymond James from Merrill
The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
Raymond James indie channel is next step for $123M advisor
Latest addition continues 2024 run of advisors joining the firm.
