People Moves

Five Join Raymond James From Wells Fargo Advisors

Eliane Chavagnon Editor - Family Wealth Report November 6, 2015

Five Join Raymond James From Wells Fargo Advisors

Raymond James has made a handful of hires from Wells Fargo Advisors in North Carolina and Ohio.

Raymond James Financial Services has recruited financial advisors Erin Cockman and Angie Hall, and client associate Melissa Spoon, in Burlington, NC.

The group operates as Pinnacle Wealth Partners and joins from Wells Fargo Advisors, where they managed over $150 million in client assets and had $950,000 in annual production.

Raymond James Financial Services is the independent broker-dealer of Raymond James.

Meanwhile, Raymond James & Associates, the firm's traditional employee broker-dealer, also this week hired financial advisor Nancy Leizman and her registered sales associate Lisa Klima in Beachwood, OH.

Leizman, who operates as Leizman Wealth Management of Raymond James, joined from Wells Fargo Advisors too, where she managed approximately $195 million in client assets and had about $1.1 million in production.

In other recent news concerning Raymond James, Deutsche Bank is reportedly in talks with the firm over the sale of one of its private client business units - see more here.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes