Subscribe

$220 million Baird team moves to Raymond James

A father-and-son duo in Sarasota, Florida joins the firm’s employee channel.

Richard Stern and Jeffrey Stern, a father-son advisory duo managing $220 million at Robert W. Baird & Co., have moved to the employee channel of Raymond James Financial in Sarasota, Florida.

Richard Stern, a 45-year veteran of the securities business, had been with Baird for 11 years. Jeffrey, who has 23 years of experience in the business, was with Baird for nine years.

[More: Raymond James’ recruiting reboot is working: Reilly]

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print