Former Merrill Lynch financial advisors Robert "Bob" Brooks and son Wyatt Brooks have joined the Tallahassee branch of Raymond James, company officials said today.
The Brooks team joined Raymond James from Merrill Lynch, where together they managed $114 million in client assets and had production in excess of $600,000.
"I am pleased to welcome Bob and Wyatt and their registered sales assistant, Danna Campbell, to the Raymond James family," said Scott Curtis, senior vice president of the Private Client Group of Raymond James & Associates. "Our values, culture and broad platform continue to attract some of the very best advisors and teams in the industry, and we're proud to be affiliated with them."
Raymond James & Associates is a wholly owned subsidiary of Raymond James Financial Inc. Through its three primary broker-dealer subsidiaries, Raymond James Financial has more than 5,400 financial advisors serving 1.9 million accounts in 2,400 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $278 billion, of which approximately $37 billion are managed by the firm's asset management subsidiaries.
Bob Brooks was with Merrill Lynch for more than 19 years and in 1998 was joined by his son Wyatt. Danna Campbell has been a part of the team for 17 years.
"After a thorough evaluation, we chose to join Raymond James because it had the highest client satisfaction in the industry, is known as a firm that respects its financial advisors while putting clients' interests first, and, candidly, it just feels very comfortable being here," Brooks said.