Paul Allen and David Schadel have joined Raymond James Financial Services in Brentwood, Tenn. The team operates as Wealth Strategies Partners (WSP). They join from Wiley Bros.-Aintree Capital, where they managed more than $200 million in client assets and had annual fees and commissions in excess of $1.4 million.
Allen, president of WSP, has more than 18 years of experience in the financial services industry and specializes in wealth management for high-net-worth clients. He began his career as a financial advisor at Prudential Securities, and later joined Wiley Bros.-Aintree Capital as vice president, investments.
Schadel, vice president of WSP, joined Allen’s practice in September 2010 as a financial advisor at Wiley Bros.-Aintree Capital. He previously served as branch manager and senior credit manager at Wells Fargo.
Joining Allen and Schadel is Heather Beckwith, client services manager. Previously, Beckwith spent eight years at Raymond James corporate headquarters, working in various capacities, including compliance advisor, supervisor of a fee-based platform and transition consultant.
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