Wells Fargo FiNet loses $275 million team to Raymond James

Five-person Holloway Harman & Associates is based in Kansas City, Mo.
MAY 18, 2017

Jeff Holloway and Sean Harman and their team in Kansas City, Mo., have switched affiliations from Wells Fargo Advisors Financial Network to the independent unit of Raymond James. The five-person team, operating as Holloway Harman & Associates, managed $275 million in client assets at FiNet. Mr. Holloway, who began his financial services career at Edward Jones in 1997, joined A.G. Edwards in 2001 and Wells Fargo Advisors in 2008. He went independent at FiNet in 2010, forming Holloway & Harman Capital Management in 2010. Mr. Harman also started his career at Edward Jones, in 2001, and later worked for A.G. Edwards and Wells Fargo Advisors before joining Wells Fargo FiNet in 2010 and working with Mr. Holloway. The team's three associates are Betty Wilson, Amanda Miller and Whitney Scobee.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

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.