Raymond James has recruited former Wells Fargo financial advisor Michelle Spaziani to Raymond James Financial Services in Greenfield, Mass., according to Tom Harrington, Northeast regional director for Raymond James Financial Services.
Spaziani joins Raymond James from Wells Fargo Advisors, where she managed approximately $118 million in client assets and had approximately $940,000 in annual production.
She founded Summit Behavioral Wealth upon joining Raymond James, and serves a range of clients with wealth management and financial planning services focusing on behavioral finance. Spaziani started her financial advisor career 17 years ago at A.G. Edwards, which later became Wells Fargo Advisors. She earned a bachelor's degree from Union College and two master’s degrees from the University of Massachusetts at Amherst.
Angela Streeter, client service and office manager at Summit, will join Spaziani at Raymond James. Streeter worked at A.G. Edwards and later moved to Spaziani’s practice, where she was responsible for operational and team administration, office operations and client experience functions.
Raymond James Financial Services has 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas, and has client assets of $753 billion.