People Moves
Raymond James Adds $1 Billion Team From Stifel

A team has joined Raymond James Financial Services, led by Kenneth Sanchez and operating as KWM Wealth Advisory.
The independent advisor channel of Raymond James has welcomed a four-advisor team from Stifel led by Kenneth A Sanchez, according to Theresa Schnetz, the channel's Western division director.
The team, which also includes Lee Wolfe, Mitchell Kauffman and KaNoi Lam, managed more than $1 billion in client assets at Stifel. They operate as KWM Wealth Advisory, based in Pasadena, California, with an additional office in Honolulu, Hawaii; they are supported by nine financial services professionals.
KWM provides wealth management and financial planning to families, business owners, corporate executives, individuals, pre-retirees and retirees. Kauffman and Lam are both Certified Financial Planner professionals.
Sanchez, who began his financial services career in 1994, is joining RJFS after four years at Stifel. Wolfe has worked with clients since 1995 and holds a bachelor's degree in economics from San Diego State University. Kauffman, who has served clients for more than 40 years, holds a bachelor's degree from the University of California, Santa Barbara, and an MBA from Claremont Graduate University. Lam, with more than 28 years of experience in financial planning and investment management, holds a bachelor's degree in business administration from the University of Hawaii.
(Main picture shows Pasadena City Hall.)