People Moves

Raymond James & Associates Recruits Morgan Stanley Team In Pennsylvania

Eliane Chavagnon Reporter January 28, 2013

Raymond James & Associates Recruits Morgan Stanley Team In Pennsylvania

Financial advisors Philip Maurer, David Kushner and Barbara Maurer have joined the Newtown, PA, branch of Raymond James & Associates, the broker/dealer subsidiary of Raymond James Financial.

The team operates as M2K Financial and joins from Morgan Stanley, where it managed over $146 million in client assets and had annual fees and commissions in excess of $935,000.

Philip Maurer started his financial services career 12 years ago as a financial advisor at Prudential Securities, which then merged into Wachovia. In his new role at Raymond James, he focuses on financial planning and specialty equity income portfolio management.

Kushner, who has four years of industry experience, is vice president of investments for M2K Financial. He latterly served as a second vice president and financial planning specialist at Morgan Stanley. At Raymond James, he specializes in financial planning services including wealth management and college planning, while advising on corporate retirement plans, specifically 401(k) plans.

Lastly, Barbara Maurer is a financial advisor and wealth management specialist. She started her career at Merrill Lynch in 1987, where she served as an assistant vice president and supervisor. She formerly worked at Morgan Stanley.

Meanwhile, joining the trio is Bernadette D’Onofrio, a senior registered client service associate.

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