People Moves
Who's Moving Where In Wealth Management? – Raymond James
The latest moves, appointments and personnel changes in the North American wealth management sector.
Raymond James
Raymond James
has welcomed financial advisors Daniela Fricke and Kelly Erickson
to its employee advisor channel.
The duo arrived from LPL Financial, where they managed nearly $200 million in client assets, and are joined at Raymond James by senior client service associate Melissa Phillips.
Based in Newport Beach, California, the team serves families, individuals and retirees as a part of RJA’s Newport Beach branch.
