People Moves
Raymond James Welcomes $317 Million Team in Ohio, Georgia
RJFS has added a group that focuses on retirement planning from Westminster Financial Securities.
Raymond James has recruited financial advisor Lewis Wentz and his 10-person team at Raymond James Financial Services, the firm’s independent broker-dealer, in Hudson, OH, and Carrollton, GA.
The team operates as the Wentz Financial Group and includes advisors Tim Porter, Luke Vincer and Matt Norris; operations manager Jennifer Young; client service associates Kristin Lenton, Liz Goodrich, Amanda Shultz, and LeAnne Reese; and marketing director Barb Wentz.
They joined from Westminster Financial Securities, where they previously managed over $317 million in client assets and had annual fees and commissions of almost $3 million.
The team focuses on retirement plan design for businesses, financial education for plan participants and IRA and 401(k) investing.
