Chuck Crist, Chuck Gillingham and Ryan H. Jones, who managed $500 million at BB&T Securities in St. Augustine, Florida, have moved to Raymond James & Associates, the firm’s employee adviser channel.
The advisers’ team, which includes a staff of three, operates as Veritas Wealth Management of Raymond James.
The team’s three advisers each have more than 20 years of experience at firms including Wells Fargo Advisors and BB&T Securities.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
