Raymond James has added two former Merrill Lynch advisors with about $185 million in client assets under management.
Greg Sardzinski and Andrew Vanore, based in Greensboro, N.C., provide financial planning and investment management for business owners, corporate executives, and individuals, according to a news release. They will work under the name Sardzinski Vanore Wealth Management of Raymond James.
In a statement, Sardzinski cited Raymond James's culture of supporting advisor-client relationships, its wealth management platform, and its wealth of efficient processes among his and Vanore's key reasons for making the move.
"In the end, we found there was a value match that we could not find with any other firm," he said in a press release.
A 22-year veteran of the financial services industry, Sardzinski has worked for not only Merrill but also Bank of America and Bank One, among others, in roles ranging from regional executive to financial advisor to senior vice president. Among his professional designations are Certified Private Wealth Advisor, Certified Portfolio Manager, Certified Plan Fiduciary Advisor, and Chartered Retirement Planning Counselor.
Sardzinski’s title is senior vice president of wealth management.
Vanore, vice president of wealth management, was a real estate project manager at Koury Corp. for 11 years before joining Merrill. He is a certified plan fiduciary advisor.
The pair join Raymond James’s North Carolina Metro Complex, which is headed by Rodney Lineberry, as part of the firm’s employee advisor channel.
As of April 30, Raymond James managed total client assets of about $1.25 trillion.