People Moves
Who's Moving Where In Wealth Management? - Alex Jones, Raymond James
The latest senior moves in wealth and asset management from across the US.
Alex Brown, Raymond James
Alex Brown, a
division of Raymond James, has
welcomed client advisors who collectively manage more than $1
billion in assets in Miami and New York.
Joining Alex Brown’s Miami office are former Wells Fargo client advisors Juan Felipe Souza, Fernando Riojas, Jaime Badia, James Levy, Jorge Benitez, Doraida Fernandez, Pablo Annovelli and Carlos Paez.
The Miami location is managed by regional executive Eric Termini and is part of Alex Brown’s Atlantic region led by regional director Brett Kellam.
Joining Alex Brown’s Park Avenue, New York, office is former Avanza Capital Markets advisor Victor Simon Gill. The Park Avenue location is part of Alex Brown’s Metropolitan region, managed by regional director John Sutton.