People Moves
Raymond James Recruits Former $934 Million Morgan Stanley Team In Georgia
Raymond James has recruited financial advisors Richard Swift and Jeff Dakin in Columbus, GA. The team operates as the Swift Wealth Management Group and joins from Morgan Stanley, where they managed some $934 million in client assets and had $1.2 million in annual fees and commissions.
Raymond James
has recruited
financial advisors Richard Swift and Jeff Dakin in Columbus, GA.
The team operates as
the Swift Wealth Management Group and joins from Morgan Stanley,
where they
managed some $934 million in client assets and had $1.2 million
in annual fees
and commissions.
Swift Wealth
Management Group serves families and businesses, as well as
managing
pension and retirement plans for local firms, endowments and
foundations.
Swift began his
financial services career in Columbus at Robinson-Humphrey in
1998 after several
years with a commercial insurance firm and at Columbus Bank &
Trust.
Dakin first joined
Synovus Securities in 1991, moving to Robinson Humphrey in 1996,
where he later
teamed up with Swift.
Also in Columbus, Raymond
James has hired Jenn Shoemaker as a service associate from
Synovus Family Asset
Management.
