Raymond James recently recruited veteran financial advisors Charles Massimi, Bradley Silverman and Daniel Bruno. The team operates as the Massimi Group, an independent firm with offices in Armonk, N.Y. They joined Raymond James from Morgan Stanley, where they managed more than $154 million in client assets and had annual fees and commissions of over $1.7 million.
The Massimi Group focuses on comprehensive financial planning with an emphasis on provide clients with dependable retirement income.
Please send On the Move items to Kathy Lynch.