People Moves
Who's Moving Where In Wealth Management? β Raymond James
The latest senior moves and hires in the North America wealth management industry.
Raymond James
Raymond James
has welcomed advisors Don Prescott, Tennelle Nickel and Marc
Cooper to Raymond James Financial Services, in Medford, Oregon.
The advisors are joining the team at SilverTree Wealth Partners from Edward Jones where they previously managed about $180 million in client assets. Together they serve a variety of clients including business owners, corporate executives, healthcare professionals, retirees and families.
Prescott has more than 19 years of industry experience gained at his previous firm.
After beginning her career in 2014 as a branch office administrator, Nickel became a financial advisor at Edward Jones. She transitioned to Raymond James to partner with her brother, Don, and the professionals at SilverTree Wealth Partners.
Cooper has been serving clients as a financial advisor since 2017. Previously, he worked in several leadership roles with Edward Jones, including field trainer, mentor and level leader.