Raymond James has added financial advisors Charles Massimi, Bradley Silverman and Daniel Bruno to its independent channel in Armonk, NY.

Raymond James has added financial advisors Charles Massimi, Bradley Silverman and Daniel
Bruno to its independent channel in Armonk, NY.

The trio operate as The Massimi
Group, offering securities through Raymond James Financial Services, Raymond
James’s independent broker/dealer.

The group joined from Morgan
Stanley, where they managed more than $154 million in client assets and had
annual fees and commissions of over $1.7 million. As a team they focus on financial planning and, in particular, helping to provide clients
with income in retirement. They serve individuals and families in
the Greater New York area as well as in other parts of the US.

A 30-year veteran of the
industry, Massimi began his financial services career in 1983 with the Jericho,
NY, firm of McLaughlin, Piven & Vogel. He then moved to Shearson Lehman
Brothers and in 1988 joined Robert Thomas Securities (an independent
broker/dealer subsidiary of Raymond James). In 1994, he joined UBS in White Plains, NY, and 13 years later
moved to Morgan Stanley in Purchase, NY. 

Silverman began his financial
services career in 2003 with UBS, where he began his association with Massimi
and together they moved to Morgan Stanley in 2007. Bruno began his financial
services career in 2011 with Morgan Stanley in Purchase.

In related news, last week financial
advisor Keith Morris, a managing director of Morris Capital Management Group, joined
Raymond James’ independent channel in Conshohocken, PA. The day before, Raymond James Financial Services recruited financial advisors
Richard Swift and Jeff Dakin in Columbus, GA.