Raymond James recruited Vic Howie, Paige Passerallo and Dustin Lisk to its employee channel in Charlotte, North Carolina, from Merrill Lynch, where they managed $240 million in client assets.
Howie has been an advisor for 15 years, spending the past 11 year with Merrill Lynch and Bank of America. “We found through due diligence that everyone at Raymond James is focused on putting the client first,” he said in a statement.
Passerallo also has been an advisor for 15 years. Earlier, she worked as a senior trust and estate advisor and a trust administrator; she joined Howie in 2012. Lisk began his career as an advisor nine years ago, and spent the past seven with Merrill.
Separately, Raymond James recently welcomed Complex Manager Jeremy Silvas to the employee channel in Dallas from Merrill Lynch. Earlier,
Silvas had been the market executive for Merrill in the Greater Houston market; he has 21 years of industry experience, including seven at Merrill an five with UBS.
He now will manage Raymond James & Associates’ North Texas/Arkansas Complex. Before his work in Houston, he was an advisor and producing manager in the Dallas-Fort Worth metroplex, as well as a market executive and director for the wirehouse in Louisiana, Mississippi and Texas.
“Jeremy is an outstanding member in the financial services industry … ,” said Pat Allison, Western division director for RJA, in a statement. “His many years of experience and reputation of high integrity make him a wonderful addition to the firm.”
More RJ News
Raymond James’ employee channel recently recruited Kimberly Maxey in Chicago from Wells Fargo Advisors, where she managed $121 million in client assets.
“Raymond James truly stands by their mantra of ‘putting clients first’ and allows advisors to have the independence to do what is best for each client,” according to Maxey. “I was also very impressed with the resources and cutting-edge technology offered right at your fingertips.”
The advisor has been in the business for 20 years, having spent 16 at Wells Fargo.
In another development, Steward Partners Global Advisory — an employee-owned, independent partnership associated with Raymond James’ independent channel tapped Jeffrey Gonyo to be its head of recruiting, a new position at the firm.
Gonyo also will keep his existing roles as divisional president and wealth manager at Steward.
“His ongoing leadership and enthusiasm in identifying and recruiting the best of the best to join our team made him a natural choice to serve as our first head of recruiting,” Steward CEO Jim Gold, in a statement.