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June 04, 2018 at 01:51 PM
Raymond James recruited two financial advisors with about $505 million in client assets from Wells Fargo to its employee-advisor channel in Denver: Mark Griffin and Mark Liley, who have 44 and 15 years in the business, respectively.
“[Complex Manager] Dennis [Kaboth] and I are excited to welcome Mark and Mark to the firm as we continue to expand our presence in the western U.S.,” according to Pat Allison, Western division director for Raymond James & Associates. “They are an exceptional team, and we are pleased that they found the resources and support at Raymond James to be the best fit for their business.”
Griffin and Liley join Robert Campbell and Jarrod Biebel, who do business as First Avenue Wealth Partners of Raymond James. Griffin has been with Wells Fargo since 2001, while Liley began work with Wells in 2003.
“Raymond James offered an excellent platform that allows us to provide an elevated client experience,” said Griffin, in a statement. “It was important to us to partner with a firm that gives us the ability to develop a business model that centers on the advisor-client relationship.”
Meanwhile, Raymond James Financial Institutions Division said three advisors have come on board as affiliates: Chris Shoemaker, Gregg Reich and Nichol Hoff, who collectively manage about $168 million in client assets and each have 12 years or more of experience as advisors.
