Raymond James is beginning its October recruitment spree by welcoming an award-winning advisor duo formerly working under a major wirehouse.
On Tuesday, the firm announced its addition of a California-based advisor team managing more than $600 million in client assets to its employee advisor channel.
The group, now operating as Moll Henziak & Associates of Raymond James, joins from Merrill Lynch and will be based in the firm's Irvine, California branch, according to John Simmons, Raymond James & Associates California regional director.
Earlier this year, Raymond James bolstered its employee advisor division in the state with a 44-year veteran from Wells Fargo Advisors and a Stifel advisor with more than three decades' experience.
The team includes financial advisors Taryn Moll and Peter Henziak, alongside client service associates Rebecca Jonas-Engel, Jiangyun “Julie” Dale, and Matt Kearns. Recognized as a best-in-state advisor team by Forbes, the advisors will continue their focus on serving corporate executives, families, and individual clients as senior VPs of wealth management at RJA.
Moll brings over 40 years of experience in financial services, including nearly 35 years at Merrill Lynch, according to her BrokerCheck profile. She has also garnered individual recognition from Forbes as one of the best women wealth advisors in her state.
In a statement, Moll highlighted "Raymond James’ focus on advisor support and providing high-quality service" as a key factor behind the move.
Henziak, who spent over two decades with Merrill before joining Raymond James, emphasized his new employer firm's technological platforms.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
