People Moves

Raymond James Hires Former Morgan Stanley Team In South Carolina

Eliane Chavagnon Editor - Family Wealth Report August 21, 2014

Raymond James Hires Former Morgan Stanley Team In South Carolina

Raymond James has appointed advisors James Switzer and Eric Cobb to Raymond James Financial Services, the firm’s independent broker-dealer, in Spartanburg, SC.

Raymond James has appointed advisors James Switzer and Eric Cobb to Raymond James Financial Services, the firm’s independent broker-dealer, in Spartanburg, SC.

The team operates as Switzer Cobb Wealth Partners, an independent firm, with securities offered through RJFS.

The team joined Raymond James from Morgan Stanley, where they managed over $180 million in client assets and had annual fees and commissions in excess of $1.3 million.

Switzer, managing director at Switzer Cobb Wealth Partners and Raymond James branch manager, began his financial services career at Merrill Lynch in 1990, later moving to Morgan Stanley in 2008.

Cobb, vice president with Switzer Cobb and a Raymond James financial advisor, also began his career with Merrill Lynch in 1996 and moved with Switzer to Morgan Stanley in 2008 to open the firm’s first Spartanburg office.

Joining Switzer and Cobb is Kathy Coley, a registered planning associate and office manager. Coley spent 28 years with Merrill Lynch in Charleston and Spartanburg and joined the Switzer Cobb team at Morgan Stanley almost six years ago, where she was a portfolio associate.

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