Ameriprise team managing $195 million jumps to Raymond James
Eric Cornell and Patrick Shea have formed their own firm, Helius Wealth, in Palm Beach Gardens, Florida.
Eric Cornell and Patrick Shea, who managed $195 million at Ameriprise Financial Services, have formed their own firm, Helius Wealth Management in Palm Beach Gardens, Florida, and affiliated with Raymond James.
Cornell spent two decades with Ameriprise; Shea joined the firm in 2008.
Four team members made the move with Cornell and Shea.
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