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March 17, 2014 at 09:06 AM
Raymond James (RJF) says it has recruited a team of reps from Morgan Stanley (MS) and one from Wells Fargo (WFC) with combined productions of $3.8 million in yearly fees and commissions, while LPL Financial (LPLA) has announced that Redstone Federal Credit Union joined its Institution Services platform.
Late Monday, Raymond James said it had just added David Huffman and Aimee Boogs, who have about $1.3 million in yearly production and about $180 million in client assets. They two advisors recently formed the Boggs Huffman Wealth Management Group of Raymond James in Ponte Vedra Beach, Fla., according to Tom Galvin, regional director for Raymond James & Associates – the traditional employee broker/dealer of Raymond James.
“We are pleased to welcome David and Aimee to Raymond James,” said Galvin, in a press release. “They bring more than 31 years of combined experience and a client-first, conservative attitude that aligns with our values here at Raymond James.”
“For Aimee and me, joining Raymond James was all about the support offered to help grow our business,” said Huffman, senior vice president, investments, and branch manager, in a statement. “Every aspect, from associate responsiveness and timeliness to access and contact with top management to the technology support, allows us to take care of our clients in a way that we like.”
Huffman began his career as an investment representative for Edward Jones in 2001, served as a vice president and branch manager for A.G. Edwards from 2004-2007, and worked for Morgan Stanley as a vice president of wealth management and branch manager from 2007 to 2013.
Boggs, senior vice president, Investments, began her financial services career as a CPA with Ernst and Whinney. Prior to joining Raymond James, she served as a vice president of wealth management for Citigroup Global Markets from 1996 to 2009, and worked at Morgan Stanley from 2009 to 2013 as first vice president of wealth management.
In addition, Luke Kuchenberg, CFP, and Tyson Ray, CFP, of Lake Geneva, Wis., recently moved to Raymond James’ independent advisor channel The team operates as FORM Wealth, which manages about $220 million in client assets. (FORM stands for family, occupation, recreation and mission.)
“We are delighted to welcome Tyson and Luke to Raymond James,” said Scott Curtis, president of Raymond James Financial Services, in a statement last week. “For some advisors, becoming an independent business owner fulfills a career objective. I’m pleased they decided to partner with Raymond James and look forward to supporting their continued growth and success.”
