People Moves
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
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The latest moves, appointments and personnel moves in North American wealth management.
RBC Wealth Management - US
RBC Wealth Management – US has added the Creative Strategies
for Modern Wealth Group in the Syracuse, New York branch.
The seven-person team, which was previously at UBS where it oversaw nearly $770 million in client assets, includes:
Michael Wirtheim, senior vice president and financial advisor; Ronald Scott, SVP and financial advisor; Nancy Collins, SVP, financial advisor; Ronald Molinari, SVP, financial advisor; Eric Petranchuk, financial associate; Emily Pascale, senior client associate; and Lea DiGiovanni, client associate.
Raymond James
Raymond James
has welcomed financial advisor Michael Thomason to its employee
advisor channel. Thomason operates as Thomason Wealth Management
of Raymond James in Frisco, Texas.
He was previously at Merrill Lynch where he managed more than $100 million in client assets. He is joined by senior registered client service associate Donna Chepenik.