People Moves
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
The latest senior appointments, moves and personnel changes in the North Ámerican wealth management market.
RBC Wealth Management
RBC
Wealth Management announced yesterday that it has welcomed
The Smalley Girardi Group to its Westport, Connecticut branch.
The team comes from Morgan Stanley with more than $400 million in
assets under management.
The team includes:
Richard Smalley, first vice president, and financial advisor;
and
Ali Girardi, first VP, and financial advisor, and portfolio
manager (pictured below).
Richard Smalley
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Ali Girardi.
Raymond James
Financial advisor Craig Carroll has joined the independent
advisor channel of Raymond James. He
works at the advisor group, CoWealth Advisors in Newman,
Georgia.
Prior to this, Carroll worked at Edward Jones, managing about
$130 million of client assets. He started on his financial
services career in 2019.
