People Moves
Who's Moving Where In Wealth Management? – Raymond James
The latest wealth management senior moves and appointments in North America.
Raymond James has welcomed financial advisors Jay Palmer and Bobby Miller to its independent advisor channel in Fredericksburg, Virginia.
The advisors, who operate as Lantern Wealth Management, were previously affiliated with Merrill Lynch where they managed about $120 million in client assets.
Palmer, who is a Certified Financial Planner, previously worked as an advisor at Merrill Lynch from 2018. He holds a bachelor’s degree in economics and management from Gettysburg College.
With over 10 years of industry experience, Miller has obtained certifications as both a Chartered Retirement Planning CounselorSM and a Certified Plan Fiduciary Advisor. Previously a senior financial advisor and vice president at Merrill Lynch, he earned his bachelor’s degree in business management from Virginia Polytechnic Institute & State University.
