Kyle Gearhart has joined the Cincinnati, Ohio office of Raymond James & Associates as a senior vice president, investments. He joins from Merrill Lynch, where he managed more than $300 million in client assets and had more than $2.2 million in annual fees and commissions.
Gearhart began his financial services career with PNC Bank as an analyst before joining Merrill Lynch in 1994, where he worked for the previous 19 years.
Joining Gearhart’s practice are Shadia Haddad, client relationship manager; Alexandra Eichler, financial advisor; Bill Anderson, senior client service associate and Karen Musselman, senior registered associate.
Haddad has been in the financial services industry for six years and is a former financial advisor and commercial lender.
Eichler is a financial advisor and candidate in Raymond James’ Advisor Mastery Program, a program designed to train new financial advisors.
Anderson retired from Merrill Lynch after 44 years to become a senior associate with Gearhart’s practice.
Musselman, a licensed broker and chartered retirement planning counselor, has been working in financial services for more than 30 years.