People Moves
Who's Moving Where In Wealth Management? – Raymond James, Spectrum
The latest senior wealth management and related sector appointments, moves and personnel changes in North America.
Raymond James
Raymond James
has brought in four former Wells Fargo advisors to St Petersburg,
where the New York-listed business is headquartered.
The advisors work under the brand of Lelekis, Ellis, Kilczewski Private Wealth Management Group of Raymond James.
The team managed over $900 million in client assets at Wells Fargo Advisors. They include advisors Emmanuel Lelekis, Sharon Ellis-Champagne, Brian Kilczewski and Chadd Eaton as well as client service associates Maria Bollo, Tanya Schiller and Katherine Robertson.
The group will operate from Raymond James' corporate headquarters as part of RJA's Carillon branch, led by branch manager Paul Manfrey, and Tampa Bay complex manager Michelle Lynch.
Spectrum Investment Advisors
Spectrum
Investment Advisors, an RIA, has made three additions to its
team: Max Flanagan, Blaine Disrud, and Marina Moths.
Flanagan is licensed as an Accredited Asset Management Specialist and Certified Financial Planner.
Disrud previously worked for Voit & Company and Annex Wealth Management as a research analyst and trader.
Moths has passed Series 6 and 63, Wisconsin Life and Health insurance licenses. She has spent 11 years’ at OneAmerica, focusing on empowering employees with retirement plan education and engagement.