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February 13, 2017 at 10:36 AM
Raymond James says a group of four advisors has joined its employee channel from Morgan Stanley with about $5 million in yearly fees and commissions and $460 million in client assets.
The four registered reps joining it in Mr. Laurel, New Jersey, now do business as SSG Executive Advisory Group of Raymond James, which includes Todd Sherman, CIMA; Jason Sobin; Michael Francisco; and Brian Baskin, CFP.
They now work in the Raymond James & Associates office in Mt. Laurel, where they report to branch manager Paul Clemente and complex manager Tony Barrett.
“Having worked for over 20 years with the major Wall Street firms, we ultimately realized that bigger isn’t always better. At Raymond James, we’ve found a culture we thought was forever lost years ago; a partnership between the advisor and the firm and a genuine appreciation for the client-advisor relationship,” said Sherman in a statement.
“When we learned that several senior executives at the firm still manage clients – and consequently understand our issues and concerns, it gave us additional reassurance that Raymond James will be a supportive and resourceful partner for our team,” he explained.
Sherman began his financial services career in 1994 with Merrill Lynch, and then spent five years at UBS prior to moving to Morgan Stanley Smith Barney in 2007.
