Financial advisors Craig Houck and Richard Schooley Jr., have joined Raymond James Financial Services. They operate as Dogwood Wealth Advisors and have joined the firm from Morgan Stanley, where they managed more than $300 million in client assets and had annual fees and commissions of $1.85 million.
Houck is a managing partner and co-founder of the firm and runs the team’s Atlanta, Ga., office. He began his career 13 years ago at Morgan Stanley, where he worked as a wealth advisor and senior vice president.
Schooley, also managing partner and co-founder of Dogwood Wealth Advisors, runs the team’s Savannah office. He spent the previous 16 years as a wealth advisor at Morgan Stanley. He also served in the U.S. Army for four years as an infantryman.
Dogwood Wealth Advisors focuses on retirement plan design and management, as well as individual financial planning and asset allocation.
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