People Moves
Who's Moving Where In Wealth Management? β Raymond James
The latest senior wealth management moves and appointments in the North American wealth management industry.
Raymond James has welcomed Virginia-based financial advisors Jon Schubert, Brent Bigney, Mike Morrison and Adam Stalcup to Raymond James Financial Services β the firmβs independent advisor channel.
As Resolute Private Wealth, the advisors are joined by client service associates Stacey Hytree and Amy Tesi. Based in Forest, Virginia, they serve clients including business owners, corporate executives, family offices, women investors, endowments and foundations. The team previously managed about $340 million in client assets at Merrill Lynch.
Schubert, who has nearly 20 years of experience in financial services, began his career at Edward Jones before moving to Merrill Lynch in 2017.
Bigney got his start in the industry in 2007 at Edward Jones and later transitioned to Merrill Lynch in 2011. Morrison, who serves as chief marketing officer at RPW, has been part of the advisor team since 2018.
Chief operations officer at RPW, Stalcup also joined the advisor team in 2018.
