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Raymond James adds $376 million Merrill adviser
Michael Anania formed The Anania Group of Raymond James in Dublin, Ohio, along with two staff members.
Raymond James adds $580 million Wells Fargo team
The four advisers will operate as Heberle Helm Ferguson Group in Monroeville, Pennsylvania.
Raymond James eyes interest rates, hits new high on adviser head count
'We should have significant upside from rising short-term interest rates,' said Paul Shoukry, the firm's chief financial officer.
Raymond James adds team that managed $340 million at Merrill
The four advisers will operate as Resolute Private Wealth in Forest, Virginia.
Edward Jones duo managing $327 million go indie with Raymond James
Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.
Edward Jones rep managing $135 million goes indie with Raymond James
Samuel Martin has set up his own firm, SJ Martin Wealth Management, in Beaufort, South Carolina.
Raymond James adds Wells duo managing $350 million
Houston-based advisers Brandon Glasscock and Mandy Haskell are joining the firm’s independent adviser channel.
Raymond James lands $220 million team from RBC
Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.
Edward Jones rep managing $156 million goes indie with Raymond James
Terry Estes joins Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc.
Credit union managing $245 million goes to Raymond James
A solo adviser, along with seven staff members, runs the First Community Credit Union program in Houston, which had been affiliated with CUNA Brokerage Services.
Raymond James nabs $220 million Edward Jones rep
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
Raymond James nabs Florida team managing $227 million
The Orlando-based advisers will operate as Signature Wealth Partners and will serve high-net-worth individuals, pre-retirees and corporate executives.
Raymond James nabs Wells Fargo trio managing $502 million
The Louisville, Kentucky-based team is joining the firm’s employee channel.
Raymond James nabs team managing $350 million
BBVA trio switches to SmartBank unit affiliated with firm’s bank channel.
Raymond James reels in $104 billion of net new client assets in 2021
For the 12 months ending in December, the firm reported net new asset growth of 11%, matching the growth seen by rival Morgan Stanley.
Citigroup rep managing $200 million moves to Alex. Brown
Fernando Campoo joins Miami office of Raymond James division.
Florida team managing $325 million joins Raymond James
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
Kevin Ruth to lead private wealth at Raymond James
The former Fidelity executive will develop strategies for advisers serving high-net-worth clients.
Merrill Lynch settles ski resort claims for $4.5 million
The settlement stemmed from potential claims related to Merrill's "management and oversight" of brokerage accounts opened by the owner of Jay Peak, the failed Vermont ski resort.
Advisers managing $230 million join Raymond James in Florida
Truist and Cetera reps form team in Destin; Merrill Lynch rep switches in Aventura.
