Financial advisors Lee. S McCauley and Evan McCauley of Akron, Ohio, have affiliated with Raymond James Financial Services, the broker-dealer announced.
This team is a father and son duo migrating from Merrill Lynch, where they managed about $166 million in client assets, according to the company.
McCauley Financial LLC serves cooperate, individual and trust clients. The firm's branch manager and registered client associate, Mark E. Lyons, will also be moving to Raymond James.
“Considering another firm, especially when you’ve spent the entirety of your career at one firm, is a difficult and important decision,” said Lee, managing partner at McCauley Financial and RJFS financial advisor. “Ultimately, Raymond James’ client-centric culture was the reason we chose to move. The firm has a long history of putting clients first and it’s evident in their dedication to their wealth management business.”
Lee was with Merrill Lynch for more than 30 years. Evan also began at Merrill Lynch before he joined Lee’s practice in 2014.