Raymond James said it recruited several wirehouse with close to $500 million in client assets and other advisors with nearly $470 million to its different channels in the last weeks of 2019.
A $270 million duo formerly with Merrill Lynch joined it in Peachtree City, Georgia. The group includes Christopher “CJ” Stanford, CFP, and Matthew Douglas, CFP, who are now part of the employee channel, Raymond James & Associates. Also moving with them is advisor trainee Tanner Low and client service associates Alexis Lamb and Stephanie Moore.
“It was foreign to us that we got to sit down with senior leadership like RJA President and CEO Tash Elwyn during our home office visit,” said Stanford, in a statement.
Stanford and Douglas both have been in the financial services industry for about 14 years.
Moving to RJA from UBS recently is advisor Steven LeClair, CFP, of Upper Arlington, Ohio, where he has managed $228 million. Joining LeClair are Lauren Matthiessen, CFP, and Jodi McMillan.