People Moves
Who's Moving Where In Wealth Management? – Raymond James, Ameriprise
The latest moves and appointments in wealth management in the Americas.
Raymond James
Raymond James
the St Petersburg, Florida-based firm has welcomed financial
advisor Ross P Grant, in Wellesley Hills, Massachusetts.
Arriving from Wells Fargo, Grant managed around $160 million in client assets and is joined by senior client service associate Renee Cooper.
The group operates as Ross P Grant of Raymond James and provides personalized financial guidance for clients as part of RJA's Southern new England complex, led by complex manager Stephen Pryor.
A financial services industry veteran, Grant brings over 45 years of experience as senior vice president, investments. He recently served as an advisor at Wells Fargo Advisors, with a 17-year tenure at the company. Before that, Grant held management positions at A G Edwards & Sons and Advest, Inc. He attended Northeastern University and maintains the accredited asset management specialistSM professional designation.
Ameriprise
Financial advisors John McFadden and Matthew McFadden have joined
the branch channel of Ameriprise
Financial. They come from Wells Fargo Clearing Services, LLC
with $235 million in assets in Mount Laurel, New Jersey.
The father-son team is supported locally by Ameriprise complex director Amber Almeida and Ameriprise regional vice president Todd Hubley.
Ameriprise has brought in about 1,700 advisors in the past five years.
