People Moves

Who's Moving Where In Wealth Management? – Raymond James

Editorial Staff September 30, 2024

Who's Moving Where In Wealth Management? – Raymond James

The latest moves, appointments and other personnel changes in the North American wealth management industry.

Raymond James
Raymond James has welcomed financial advisor Miguel Velázquez to its employee advisor channel in The Woodlands, managed by branch manager Michael Mulloy.

Velázquez was previously at Citigroup, where he managed about $130 million in client assets. He serves business owners, corporate executives, high net worth and ultra-high net worth clients. 

Velázquez began his career at Citigroup in Mexico City, where he served for four years before transitioning to Citigroup in the US. He brings over 18 years of financial services experience to his role as managing director. His experience is backed by a bachelor’s degree in business administration and an MBA from the University of Miami.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes