People Moves

Raymond James Recruits Morgan Stanley Team In Boston

Eliane Chavagnon Editor - Family Wealth Report May 18, 2016

Raymond James Recruits Morgan Stanley Team In Boston

A former Morgan Stanley team that previously managed $332 million in client assets has joined Raymond James in Boston.

Financial advisors Robert Phinney, Graham Goodwin and Richard Byrd have joined Raymond James in Boston, MA, from Morgan Stanley.

The trio - all managing directors of investments - join along with portfolio specialist Edward Galvin, senior registered sales associate Jack King and senior registered associate Suzanne Difrancesco.

They operate as Boston Capital Wealth Management, which serves high net worth individuals and families, as well as business entrepreneurs.

 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes