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January 04, 2018 at 04:29 AM
Raymond James says that its independent channel recruited three advisors from Merrill Lynch with a total of $300 million and $3 million in yearly fees and commissions.
Dana Havens, Ryan Patterson and Delvan Mitchell Jr., are now part of the Springfield, Missouri, office of Raymond James Financial Services, according to David Sisemore, Midwest regional director. Also joining the team at Raymond James are client service manager Mary Keyes and client associate Beth Berns.
“When considering firms, it came down to the power of independence at Raymond James,” said Havens, in a statement. The firm offers advisors “the freedom to do what’s truly in the best interest of our clients.”
Havens has been in the financial services industry for two decades. She first worked at A.G. Edwards (1997-2000) and later helped open the first Morgan Stanley office in Springfield. She joined Merrill Lynch as a senior financial advisor in 2005.
Patterson has over 18 years of experience in the business. He joined the team in 1999 as an intern at A.G. Edwards and then became an advisor trainee at Morgan Stanley. In 2005, he became a partner while at Merrill Lynch.
Mitchell has over a decade of work as an advisor and leads the team’s business development efforts.
“Our goal is to change the way business is done in Springfield,” explained Mitchell, in a statement. “It’s important to us to provide clients with the best and most welcoming experience as we work with them to reach their wealth management goals.
Raymond James Financial Services works with 4,300-plus advisors nationwide.
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