Raymond James Grabs $1B Wells Fargo Team, $235M Merrill Group: Recruiting Roundup

Think Advisor

August 23, 2018

Raymond James said a team with four advisors and $1 billion in assets has joined its employee channel in New York from Wells Fargo. It also added a group from Merrill Lynch to its independent channel with three advisors, $235 million in assets and yearly fees and commissions of $1.1 million.

Also becoming part of the practice are advisors Allison Guzman and Stephen Orzo, who are currently in Raymond James’ Advisor Mastery Program; Loriann Montanez, senior registered client associate; Christopher Swanson, CFA, senior investment management specialist; and James Havell, practice marketing associate.

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