Raymond James has added a team of eight financial advisors managing a combined $1.1 billion in client assets from Wells Fargo Advisors Financial Network.
The advisor team, with offices in Parkersburg, West Virginia, and Marietta and Athens, Ohio, joins Raymond James Financial Services, the firm’s independent advisor channel, according to David Sisemore, Midwest regional director for RJFS.
At Wells Fargo, the advisors at Hall Financial Advisors in Parkersburg and Marietta and Karageorge Wealth Management in Athens managed assets for a variety of clients, including business owners, corporate executives, families and individuals, family offices, health care professionals and retirees. The practices partner for investment management.
Chris Hall leads HFA as founding partner and CEO and now serves as RJFS senior financial advisor. Joining him at Raymond James are HFA partners and RJFS senior financial advisors Brett Bronski, Robert Blasczyk and Jeremiah Kuhn; and financial advisors Rob Beardmore, Kevin Knab and Zane Eschbaugh.
Hall has been in the industry for over 20 years. Prior to joining Wells Fargo in 2004, he was with Edward Jones from 1999 to 2004, according to his report on the Financial Industry Regulatory Authority’s BrokerCheck website.
“We felt it was extremely important to do a thorough due diligence across the financial services industry to explore our options,” according to Hall. “My team and I found ourselves attracted to the values and client-centric culture Raymond James offers.
“The systems, data security, technology and workflow efficiencies allow us to build and enhance the robust strategies that place our clients’ goals in the center of all we do,” he said. “As our practice evolves, we are grateful to have found a partner that will allow us to enhance our client experience, backed with the resources we need as we grow.”