The latest moves and appointments in wealth management in the Americas.
Raymond James has welcomed financial advisors Mary E Brammer and Rebecca Dickerson to its employee advisor channel in Fort Worth, Texas.
The advisor duo, who operate as Brammer Dickerson Wealth Management of Raymond James. previously managed more than $205 million in client assets at Merrill Lynch. The team is part of RJA's North Texas – Arkansas Complex, led by complex manager Jeremy Silvas.
With nearly 15 years of financial services experience, Brammer leads her practice as a first vice president, wealth management. She began her career as a financial advisor at Fidelity Investments, where she worked for four years, later transitioning to Merrill Lynch in 2012. Brammer holds a bachelor's degree in business management from the University of Texas at Arlington and is a Certified Private Wealth Advisor® and a Certified Divorce Financial Analyst.
A native of Fort Worth, Dickerson has spent more than 13 years in the sector and previously served in advisor positions at Fidelity Investments for nine years and Merrill Lynch for four years. Dickerson graduated from Furman University with a bachelor of arts in art history and religion. She earned the professional designation of Certified Financial PlannerTM and is a Certified Divorce Financial Analyst.
Savvy Advisors, the national RIA affiliate of Savvy Wealth, has brought in Frank Remund as principal wealth manager. Remund had left Springwater Wealth Management.
As an Enrolled Agent, he specializes in tax management, in addition to a number of value-add client services, including retirement planning, wealth preservation, life insurance and annuities, and generational wealth planning. Remund is based in Boise, Idaho.