People Moves

Raymond James & Associates Welcomes $220 Million Multi-Generational Team In Missouri

Eliane Chavagnon Editor - Family Wealth Report December 15, 2014

Raymond James & Associates Welcomes $220 Million Multi-Generational Team In Missouri

Raymond James & Associates has recruited father-and-son team Erwin and Terry Bry, as well as sales associate Lori Fugate, in St Louis, MO.

Raymond James & Associates has recruited father-and-son team Erwin and Terry Bry, as well as sales associate Lori Fugate, in St Louis, MO.

RJA is the traditional employee broker-dealer of Raymond James Financial.

Erwin, Terry and Fugate have nearly 100 years of combined experience. Erwin began his career as a financial advisor in the late 1960s and has worked with Lori for more than 15 years. Terry joined the business in 1985 after a career in the rare coin industry. All three worked together at AG Edwards, which later transitioned into Wells Fargo, where they previously managed more than $220 million in client assets.

In other recent news at RJA, last week it recruited David Gunter to open a new branch in Oil City, PA. It also hired a team of advisors from JP Morgan to spearhead the launch of its first office in Manhattan.

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