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June 22, 2017 at 10:14 PM
Raymond James says advisors C. Kemper Wharton, CFP, and M. Todd Oney, CFP, recently joined its employee channel in Richmond, Virginia. The pair used to be with Merrill Lynch, where they managed more than $500 million in client assets.
Wharton began his financial-services career in 1987 as an insurance agent with Northwestern Mutual and moved to Merrill Lynch in 1992. Oney cut his teeth at Merrill Lynch staring in 1996.
“I have known Kemper and Todd for close to 20 years, and it is exciting for me to have two of my close friends join our office,” said Clifford Foster, who is head of the Richmond branch, in a statement.
Meanwhile, Raymond James’ independent channel welcomed financial advisors Thomas Burger, CFP, and Jeanne Hagar in Beverly and Mansfield, Massachusetts. They have a combined total of 70 years of industry experience.
At Lincoln Financial Services, they previously managed roughly $150 million in client assets and had $1.25 million in yearly fees and commissions.
“We were very impressed with Raymond James’ culture, research, home office support and the firm’s systems, particularly the technology for the advisors and clients,” said Burger, principal of the Hamilton Group, in a statement.
Dynasty Developments
Dynasty Financial Partners says newly-formed Procyon Partners has joined its network.
Based in Shelton, Connecticut, Procyon Partners was launched by Phil Fiore, Jeff Farrar, Lou Gloria, Tom Gahan and Chris Foster — formerly of UBS, where they had worked as the FDG Group.
They advisors previously managed, on both a non-discretionary and discretionary basis, over $8 billion in institutional assets and more than $400 million in private wealth assets.
“The Procyon Partners team has extraordinary experience in working with institutions and their retirement plans, as well as wealthy families in developing effective financial strategies,” said Shirl Penney, Dynasty’s CEO, in a statement.
“We are excited to welcome Procyon Partners as a Dynasty Network Advisory Firm … ,” Penney added.
