Wells Fargo team managing $300 million moves to Raymond James
Three-broker group in Rochester, N.Y., joins firm's employee unit
Three advisers who managed more than $300 million in assets at Wells Fargo Advisors in Rochester, N.Y., have joined the employee unit of Raymond James.
Keith Bock, Mark O. Downey, II, and Jason Peterson will operate as BDP Wealth Management of Raymond James. Joining them will be associate Janet Emhof, also from Wells Fargo.
Mr. Bock began his financial services career in 1978 at Bache, where he remained for the next 39 years as the firm became Prudential, Wachovia and finally Wells Fargo Advisors.
Mr. Downey also spent his entire career at what is now Wells Fargo, beginning his career at Prudential-Bache in 1991.
Mr. Peterson began his career in 2004, moved to Wells Fargo two years later, and joined Mr. Bock and Mr. Downey’s team in 2008.
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