People Moves
Who's Moving Where In Wealth Management? – Baird, Raymond James
The latest senior moves, appointments and personnel changes in the North American wealth management sector.
Baird
Baird, the US wealth
management, asset management, investment banking/capital markets
and private equity firm, has added Joe Sholden as a director and
financial advisor to its private wealth management office in Fort
Worth, Texas.
Sholden comes from Wells Fargo, where he managed over $195 million in assets. He has more than 25 years of industry experience.
Baird’s Private Wealth Management business encompasses nearly 1,400 financial advisors. The group, which was founded in 1919, had total client assets of more than $430 billion as at the end of 2023.
Raymond James
Raymond James
has welcomed financial advisor Brad Blaisdell to Raymond James
Financial Services (RJFS) – the firm’s independent advisor
channel.
Arriving from Edward Jones, Blaisdell previously managed about $125 million in client assets. As president of Blaisdell Wealth Management in Herndon, Virginia, he is joined by office manager Isabel Perez. The practice takes a prudent management approach to serving a variety of clients, who range from business owners, executives and corporate retirement plans to young families, pre-retirees and current retirees.