Peter Walsh and Lisa Walsh have joined Raymond James in Buffalo, N.Y. The husband and wife team, known as The Walsh Group of Raymond James, focuses their practice on wealth management. They serve corporate executives, business owners, affluent families and female investors in the Buffalo area and throughout the eastern United States. They came to Raymond James from Morgan Stanley where they managed $255 million in client assets and had annual fees and commissions of $2 million.
Also joining the team from Morgan Stanley are senior registered financial planning assistant Jennifer York and client service associate Kasandra Crosby.
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