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