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February 24, 2016 at 12:44 PM
Wells Fargo Advisors (WFC) has recruited two advisors with more than $260 million in client assets.
Geoffrey “Case” Gatlin, who manages $169 million in client assets, left Raymond James (RJF) to join the Laurence, Nebens and Valdez team in San Antonio, where he will report to William Lee, complex manager.
Thomas Braley joined in WFA in Saginaw, Michigan, from Bank of America Merrill Lynch (BAC), where he managed more than $95 million in client assets. He now reports to Tony Thorpe, senior vice president and complex manager for the central Michigan complex.
Northern Trust, meanwhile, expanded its Houston wealth management team by brining on five registered reps: Martha Voss, Brian Thomas, Chad Lyons, John Jacobi and J. Adam Brennen.
Voss, now senior vice president, senior lender and banking practice leader, spent more than 33 years at JPMorgan Chase Bank (JPM) and its predecessors in a variety of management positions; Thomas, senior wealth strategist, was most recently managing director of JPMorgan Private Bank in Houston.
Lyons, a vice president and banking relationship advisor, was formerly in oil and gas banking at Scotiabank; Jacobi, vice president and portfolio manager, used to hold the same title at Capital One Asset Management; and Brennen, vice president and senior client advisor, spent more than 10 years at Amegy Bank.
In other news, Raymond James says it gained a new affiliate.
The advisors of GCB Financial Services, a division of Greenfield Cooperative Bank of Greenfield, Massachusetts, will offer investment and wealth management services to its clients through Raymond James Financial Services.
The GCB Financial Services team, which includes program manager and financial advisor Michael Johnson and financial advisor Edward Zadworny, previously partnered with MML Investors Services for third-party support.
