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June 09, 2015 at 10:25 AM
Less than a week after recruiting the biggest team in its history, Raymond James (RJF) said Tuesday that it added a team from Merrill Lynch in Cincinnati with about $400 million in assets and $2 million in average yearly fees and commissions.
David Holwadel, a certified financial planner, and Jeffrey Thompson moved from Bank of America-Merrill (BAC) to Raymond James’ employee broker-dealer, along with their associate Yvette Bush. Their run their practice as Heritage Wealth Management.
“It’s exciting to welcome Dave, Jeff and Yvette to our branch in Cincinnati,” said greater Cincinnati complex manager John Ryan, in a statement. “After spending so many years with Merrill, as Dave’s father did before him, it’s a coup to have landed such an experienced and qualified team with a reputation for putting their clients first. They will find us similarly focused.”
Holwadel joined his father, Kent Holwadel, at Merrill Lynch in 1998 after working in cable TV. He holds the CFP and chartered retirement planning counselor (CRPC) designations.
