Six financial advisors recently joined Raymond James & Associates representing a combined $308 million in client assets under management and almost $4 million in annual fees and commissions.
Joining the firm in Portland, Ore. is the team of Saunders Kelly Acheson Wealth Management, which comes from Morgan Stanley. The team is made up of Jason Saunders, vice president investments; Stephanie E. Kelly, associate vice president investments; and Kendall Acheson, financial advisor.
Alan Spilker has joined the St. Louis, Mo., office as senior vice president investments. He specializes in middle-market fixed-income business and previously worked at Merrill Lynch.
Joining RJA’s Sherry Lane office in Dallas, are Anthony Vaccaro Jr. and Bill Callis, both senior vice presidents investments, as well as financial advisor Matt Ferrell, all of whom came from Southwest Securities. The team operates as the Advanced Planning Group of Raymond James.
Raymond James Financial has approximately 6,200 financial advisors serving approximately 2.5 million accounts in approximately 2,500 locations throughout the United States, Canada and overseas.
Please send On the Move items to Kathy Lynch.