Raymond James has recruited Florida-based Private Wealth Management at Heathrow from LPL Financial.

Raymond James has recruited Florida-based Private Wealth
Management at Heathrow, an independent firm, from LPL Financial.

The team includes financial advisors Patrick Buchanan, Dominic
Nori and Adam Goldstein. At LPL, they advised on some $310 million in client
assets for around 140 families.

Buchanan, president and director of advanced planning strategies,
oversees the firm’s development and application of client strategies for income
distribution, wealth transfer and risk management. He began his financial
services career in 1996 at American Express Financial Advisors.

Nori, chief executive, has been in the industry for almost
30 years. In 1990, he started his own broker-dealer firm with offices in Manhattan, NY, and Mountain Lake, NJ.
He sold his interest in his firm 13 years ago and moved to Florida, where he founded Private Wealth
Management.  

Goldstein serves as chief operating officer and
manages the day-to-day operations of the firm. He is responsible for portfolio
construction and the ongoing maintenance of client investment allocations. He
began his career in financial services 17 years ago at American Express
Financial Advisors.

Joining Buchanan, Nori and Goldstein at Raymond James is
Lauren Wright, client relations manager, and Carolyn Cote, operations manager.
Both worked with the team while at LPL.