The latest moves and appointments in wealth management in the Americas.

Raymond James
Raymond James has welcomed financial advisor Joshua Rogers to its employee advisor channel – in Ponte Vedra, Florida. 

Previously managing approximately $360 million in client assets at Merrill Lynch, Rogers leads Rogers Wealth Management of Raymond James and is joined by client service associate Kristen Stoinoff. Together, the team provides wealth management guidance to clients such as business owners, families and individuals living in and preparing for retirement. They operate as part of RJA's Ponte Vedra Complex, led by complex manager Tom Isaacs.

Rogers began and built a 23-year career as a financial advisor with Merrill Lynch. He is a graduate of Florida State University with a degree in marketing, as well as a Certified Financial Plannerâ„¢ professional and a Chartered Retirement Planning Counselorâ„¢.

Wealth.com
Wealth.com, a US estate planning platform, has named Tyrone Ross, chief executive officer and co-founder of Turnqey Labs, and president and founder of 401 Financial, as its inaugural strategic advisor. 

Ross will help guide the direction of the firm’s products.

Part of his role is to advise on ways to use emerging technologies, such as those of cryptocurrencies and blockchain, into wealth management and state planning. The role means that he will regularly meet with Wealth.com’s executive and product teams.

Wealth.com is available all 50 US states and the District of Columbia.