People Moves
Who's Moving Where In Wealth Management? – Raymond James
The latest moves in the North American wealth management sector.
Raymond James
Raymond James
has welcomed financial advisor Juan Militello, MBA, to Raymond
James & Associates – the firm's employee advisor channel – in
Coral Gables, Florida.
Militello is joining RJA's South Florida Complex, led by complex manager Stephen Sullivan. He previously managed more than $240 million in client assets at Morgan Stanley, where he specialized in serving high net worth clients in the US, Central and Latin America.
With more than two decades of financial sector experience, Militello was previously executive director at Morgan Stanley, where he served as a relationship manager at HSBC Private Bank for four years. He has also worked at Citigroup Private Bank and BankBoston. Militello earned his master of business administration from the University of North Carolina at Chapel Hill and a bachelor's degree in finance from the University of California, Berkeley.
