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Raymond James Grabs $1M Rep From Morgan Stanley in Miami

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Raymond James (RJF) said Tuesday it hired veteran financial advisor Luigi Mazza to join its Miami Dadeland employee-advisor branch office. Mazza has been in the business for 17 years, most recently with Morgan Stanley (MS), where he managed $85 million in client assets and had annual fees and commissions of $1.05 million.

“I really wanted to be able to serve my clients from a firm with a great reputation,” said Mazza, in a statement. “I believe this firm is the place that will help me take my practice to the next level. Raymond James is a hidden treasure that’s not so hidden anymore, and I’m confident this is the best place for me and my clients.”

Mazza works with both U.S.-based and international clients.

“We are excited to have Luigi join Raymond James,” explained Frank Amigo, managing director of the South Florida Complex for Raymond James & Associates, in a press release. “He is a great fit with our firm, our complex and our long-term growth initiatives.”

On Wednesday, Raymond James said it has 6,336 advisors, a jump from 6,265 as of Sept. 30 and 6,178 a year ago. The employee channel, Raymond James & Associates, has 2,491 FAs, a jump of 29 from Sept. 30.

Lebenthal Adds Veteran Advisor in Michigan

Lebenthal Wealth Advisors said last week that industry veteran William Burke joined its wealth advisory unit and is helping the firm open a new office in Birmingham, Michigan, where he will be a producing branch manager.

The Birmingham office will be the fourth branch that Lebenthal has opened outside New York.

“I’m thrilled that Lebenthal is opening an office in Michigan, and that Bill Burke will be running it,” said Frank Campanale, chairman and CEO of Lebenthal Wealth Advisors, in a press release. “There is a renaissance occurring in Michigan, led by new development in the metropolitan Detroit area, and I believe that Lebenthal will be well-positioned to participate in its growth.”

Burke has over 30 years of experience in the wealth management industry. He joined E.F. Hutton in the Detroit Renaissance Center office in 1983.

U.S. Trust Advisors

U.S. Trust said Tuesday that it added 15 financial professionals in December from a variety of firms.

In New York, its new private client advisors are Unaizah Mooni, formerly with Citigroup; Robert Eberley and Youn Lee, both ex-JPMorgan (JPM) reps; John Duane, previously with Wells Fargo Private Bank (WFC); and Kathryn L. Turner, formerly an attorney with Town Real Estate.

Dian Quinn joined the Boston office as a senior philanthropic relationship manager from Bank of the West, while Rick Tyson came on as an advisor from Boston Private Bank & Trust.

Alex Ramos moved from Deutsche Bank to U.S. Trust’s Greenwich, Connecticut office to work as an advisor; and Kristin MacMannis, formerly a marketing strategist with U.S. Trust, is now an advisor in the Providence, Rhode Island.

Shantel Butler joined the San Antonio office as a senior philanthropic relationship manager from Boeing, while Phillip Ebner moved to the Minneapolis office of U.S. Trust as an advisor from North Sky Capital.

In Denver, recent hires include Kimberly Eilber, Frederick Fischer and Wesley Weise, all three of whom previously worked for the Northern Trust Company. Also, Amy Ko is now in the San Francisco office, after moving to U.S. Trust from Fiduciary Trust Company.

U.S. Trust is part of Bank of America (BAC). 

— Check out Alexandra Lebenthal: Who Are You Calling a Socialite? on ThinkAdvisor.


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