Financial advisors Brandon Glasscock and Mandy Haskell have affiliated with Wealth Partners Alliance to join Raymond James Financial Services (RJFS), the firm’s independent advisor channel, according to a news release.
The team, which also includes reistered client service associate Sara Ferrell, were formerly with Wells Fargo, where then managed approximately $350 million in client assts.
Glasscock is a Texas native with two decades of experience. He began his career as a financial advisor at Ameritas in 2000, and joining Wells Fargo in 2000. He earned a B.B.A. degree at Texas Tech University and an M.B.A. degree in finance at Tulane University.
“Having worked at large firms for over 20 years, the natural evolution was a move to the independent space, where more flexibility and advanced tools and technology will help take our practice to the next level,” Glasscock said in a prepared statement. “I’m absolutely convinced that this transition will improve our clients’ overall experience and that’s what I am most excited about.”
Haskell has 15 years of industry experience. She started her career at Commonwealth, then transitioned to Advisors Asset Management, and after that, to Invesco, where she focused on asset management. Haskell joined Wells Fargo in 2018. She received her B.A. degree in personal financial planning from Texas Tech University.
Headquartered in St. Petersburg, Fla., Raymond James Financial is a multinational independent investment bank and financial services company founded in 1962.