Raymond James today announced the addition of a $500 million AUM team of five financial advisors in Slidell, La., from Merrill Lynch.
The team, which will operate as Meyer Rotolo Wealth Management of Raymond James, consistes of John W. Meyer, managing director; Kevin Rotolo, first vice president; and financial advisors Don Gallaty II, David Jacob Indest and Chad P. Dusang.
"We are delighted to welcome the experienced advisors and professionals of Meyer Rotolo Wealth Management as they join Raymond James," said Chris Davitt, Western Gulf regional director for Raymond James & Associates, in comments released today. "I am confident that they will fully embrace the wealth of offerings provided by the firm, from technology to tailored support, as they expand their practice and persist in aiding their clients on their journey toward financial freedom."
Joining the advisors are client service associates Dianne Rovira and Teresa Casey.
The team will join Raymond James & Associates’ Louisiana Complex, led by complex manager Jude Huval.
"Raymond James grants us the invaluable freedom to seek and serve clients as we see fit, ensuring that our guidance remains solely based on the best interest of their unique financial goals," said Meyer in released comments.