Raymond James (RJF) says it recently recruited two teams from Wells Fargo (WFC) with some $336 million in client assets.
Erwin and Terry Bry, father and son, moved to Raymond James’ employee channel in St. Louis with $220 million in assets. Together, the two have close to 100 years of industry experience; Erwin began his career as a financial advisor in the late 1960s, and Terry joined the business in 1985.
“It’s a pleasure to welcome such a seasoned and experienced team to our St. Louis office,” said John Kuklenski, division director for Raymond James and Associates’ Midwestern region, in a statement. “We greatly value their longevity in the business, their extensive knowledge and – in alignment with the core values at Raymond James – their longstanding dedication to doing what is best for their clients.”
Meanwhile, the team of Robert Walsh and Travis Jaggers recently formed the Walsh Jaggers Group of Raymond James in Louisville, Kentucky. They move to Raymond James with about $116 million in client assets and annual fees and commissions of more than $900,000.