The wealth management group brings in a team that will be based in Manhattan.

Raymond James has brought in four financial advisors to its broker-dealer business in New York City.

They are Stephen Adler, Mark Levy, Roger Jee and Michael Lubin.

The team operates as Adler, Levy, Jee & Lubin Wealth Management of Raymond James and joins from Wells Fargo. The group previously managed more than $1 billion in client assets. Joining the four men are financial advisors Allison Guzman and Stephen Orzo, who are in Raymond James’ Advisor Mastery Program; Loriann Montanez, senior registered client associate; Christopher Swanson, CFA, senior investment management specialist; and James Havell, practice marketing associate.

Adler, managing director, investments, has been in the financial services industry for over 40 years. Prior to joining Raymond James, he was with Wells Fargo Advisors, where he had served since 2006. 

Levy has more than 30 years of industry experience. Prior to joining Raymond James, he had been with Wells Fargo Advisors since March 2006 as a managing director – investments. 

Jee, MD, investments, began his career in 1990 with Smith Barney and joined CIBC Oppenheimer in 1993, where he assisted institutional clients with their liquidity management needs. Jee moved in 2000 to the investment banking firm CE Unterberg, Towbin, and subsequently to Wells Fargo Advisors in 2006, where he remained until the team joined Raymond James. 

Lubin, MD, investments, has more than 20 years of wealth management experience. He began his career in 1994 as a financial reporter for several publications, including Thomson Financials’ Securities Industry News, before joining Gruntal & Co in 1997, where he started managing portfolios for clients. From 1998 to 2018, he worked in wealth management with Wells Fargo Advisors and its predecessors. 

Guzman began her financial services career in 1991 and has held several roles in financial services, from hedge fund portfolio administration to operations. She has been with the team for the last 13 years. 

Orzo began his career in 2006 as an equity trader at RBC Capital Markets in New York and joined Wells Fargo in 2007, where he remained until joining Raymond James.