Caliber Wealth Management, an independent firm that's based in Overland Park, Kansas and manages $350 million, has switched its affiliation from Ameriprise Financial Services to Raymond James.
The firm consists of seven advisers — Chief Executive Mark Albright, Michael Ward, Andrew Dibble, Cole Dimond, Bob Olvera, Reisha Fregoe, and Michael Richards — as well as six team members.
Ward, Caliber's chief business development officer, said in a statement that factors driving the move included “Raymond James' sophisticated technology, flexibility in platform choice, and just the overall value of the support that Raymond James offers advisers.”
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