The latest moves, appointments and personnel changes in North American wealth management.

Raymond James 
Raymond James has welcomed a team of three financial advisors to its independent advisor channel.

The team comprises advisors Gregory Hinkson, Adam Miller, Thomas Boogren, alongside registered client service manager Lynn Gasser. 

They have arrived from Commonwealth Financial Network, where they managed $450 million in client assets. As Hinkson Wealth Management, based in Troy, Michigan, they specialize in serving pre-retirees, retirees, business owners and medical professionals.

In a second move, the firm said it has brought over financial advisors Jim Rose, Tony Gaines and Shye Link to its independent advisor channel.

Rose arrived from LPL with Link and office manager Paris Mitchell. 

Gaines, who arrived from Wells Fargo Advisors, is joined by registered client service associate Rachel Scribner. The team, which collectively managed over $415 million in client assets, have joined to form Rose & Gaines Wealth Group, based in Tupelo, Mississippi.

Rose has more than 12 years of industry experience and affiliated with LPL Financial in 2013. Gaines began his career at Morgan Stanley in 1994 and joined Wells Fargo in 2014. Link began his career in 2022 at LPL Financial.

Fenchurch Advisory Partners
Fenchurch Advisory Partners, a London-headquartered specialist corporate finance advisory firm to financial institution groups, has expanded its US office with the appointment of Gautam Chawla as senior managing director and co-head of Fenchurch US. 

Chawla has more than 33 years of experience in investment banking, most recently as vice chairman and global co-head of the Financial Institutions Group at Barclays, the firm said in a statement. Before joining Barclays, he spent 28 years at Citigroup, where he began his career, and served in senior roles which included co-head of global insurance and co-head of North American FIG. 

Chawla will work alongside senior managing director and co-head of Fenchurch’s US office, John Sipp, to service US clients and advise on global transactions. He is joining a team of over 70 investment banking professionals at Fenchurch based in New York, London and Paris. Fenchurch opened an office in the US in 2022 and obtained its broker licence in January 2024.