The latest senior wealth management executive moves in North America.

Baird
Baird, the US wealth management house, has added Philip M Stathos as director and financial advisor to its Portland, Maine, team. 

Stathos brings 24 years of experience and a client roster that includes more than $279 million in assets under management. 

Before joining Baird, Stathos was a partner with Mayflower Advisors, a team within Wells Fargo. He earned a bachelor’s degree from Bowdoin College and an MBA from Olin Graduate School of Business at Babson College. Before Mayflower Advisors, Stathos held senior positions with Wells Fargo, AG Edwards, Fidelity Investments and others. 

Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $215 billion.

Raymond James
Raymond James welcomed former Merrill Lynch financial advisors Eric Hobin, Jiles Robinson, Kristen Ragusin, Antonio Sordillo and Jason Whittier to its employee advisor channel – in Burlington and Boston, Massachusetts.

The advisors previously worked at Merrill Lynch’s Burlington office. The offices at Raymond James are in RJA’s Southern New England Complex led by Bill Drew.

Sordillo, Hobin, Robinson and Whittier previously managed $375 million in client assets and now operate as Evergreen Financial Partners of Raymond James. Joining them are senior registered client service associate Eryn Whittier and registered client service associate Josh Franklin.

Ragusin, who with the move has launched her own practice at RJA’s Boston, Massachusetts, office, previously managed $140 million in client assets.

Hobin has 21 years of financial services experience. He began his career at Signator Investors and has since worked at firms including Morgan Stanley and Merrill Lynch, where he served clients the last 15 years. Hobin is a graduate of the University of Rochester.

Robinson has been in the financial services industry since 1999. Prior to joining Raymond James, he spent 18 years at Merrill Lynch and successor firms, as well as four years at Fidelity Investments. Robinson is a graduate of Boston University.

“To preserve our way of doing business, we searched for a firm that deeply values the client and advisor relationship,” Sordillo, vice president of investments, said. “The world has changed since COVID-19 arrived and it was clear early on that we needed superior technology to continue to serve our clients as they expect from us. We found exactly what we were looking for in Raymond James.”

Sordillo has been in the financial services industry since 2005, beginning his career at Merrill Lynch. He earned a degree in finance from Merrimack College in Andover, Massachusetts, and continued his education by earning designations that include Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor?.

Whittier began his career in the financial services industry in 2011. Prior to joining Raymond James, he spent over seven years with Merrill Lynch and also served clients at Santander Securities and Northwestern Mutual. Whittier earned his degree in economics from the University of Massachusetts Amherst.

Ragusin has been in the financial services industry since 1992. She is a graduate of Fletcher School of Law and Diplomacy at Tufts University with a master’s degree. She earned a BA in political science from Miami University in Oxford, Ohio. She holds certificates in fintech from the Massachusetts Institute of Technology and in sustainable exchange from the University of Cumbria, London.