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Raymond James Recruits $427 Million AuM Team From Merrill Lynch

Editorial Staff August 4, 2021

Raymond James Recruits $427 Million AuM Team From Merrill Lynch

The team, known as Beavers Wealth Management, formerly worked at Merrill Lynch.

Raymond James has recruited a team of advisors based in Dallas, overseeing a total of $427 million for affluent individuals and businesses.

The advisors are Christopher Beavers, Matthew Beavers, Emma Beavers, Hannah Peterson and Ryan Finglass. They join Raymond James & Associates (RJA) – the firm’s employee advisor channel. They are opening an office in West Fort Worth, within its North Texas-Arkansas complex, led by Jeremy Silvas.

The team, who operate as Beavers Wealth Management of Raymond James, formerly worked at Merrill Lynch.

Christopher Beavers founded the business and started his financial advisor career after graduating from Harvard University and completing his MBA at Texas A&M’s Mays Business School. His father, Matthew, joined the team in 2015 after spending over 30 years as a practicing CPA. Shortly after, his wife, Emma, joined the team to oversee all operations, branding and events. Matthew Beavers, senior financial planning consultant, graduated from Texas A&M University College Station.

Before joining her husband and father-in-law at Beavers Wealth Management, Emma Beavers, financial advisor, taught fine arts dance in an urban public school.
Prior to being a full-time educator, she traveled the world performing as a Dallas Cowboys Cheerleader while earning her degree from Texas Christian University and later completing her master of arts in teaching from Texas Woman’s University.

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