People Moves
Trio Of Advisors Join Raymond James Financial Services In California
A financial advisory firm has been added to Raymond James Financial Services’ ranks in Brea, CA.
A financial advisory firm has been added to Raymond James Financial Services’ ranks in Brea, CA.
Joining is Danielle Blunt, leader of the independent firm Blunt Wealth Management, alongside branch assistants Veronica Ortiz and Meredith Gauck.
The trio move from Edward Jones, where Blunt managed over $114 million in client assets with an annual production of just under $900,000.
Blunt spent the past 14 years at Edward Jones, initially joining in 2000 as a financial advisor.
Through this recruitment Blunt will be able to offer her clients resources such as financial planning tools and equity research from Raymond James, as well as initiating the firm’s goal planning and monitoring technology platforms.
Last week Raymond James recruited three independent teams from firms including BNY Mellon and RBC Wealth Management, in Florida and Vermont respectively.
RJFS is the independent broker-dealer of Raymond James.
