People Moves
Raymond James Hires Former Morgan Stanley Wealth Trio
Raymond
James, the US-based financial advisory firm, has
bolstered its Southern California roster with the addition of
a
three-person team from Morgan Stanley.
Warren Wilson, John Kwiatkowski, and Valerie D'Addona have
come
together to build Greenbrier Wealth Management Group under
Raymond
James' Westlake Village branch. Greenbrier specializes in
providing
financial planning services for individuals, families, and
businesses.
The trio is joined by their
registered sales associate Paige Pitzer. Prior to this move, the
team
had been managing $415 million in assets under Morgan Stanley
Smith
Barney and recorded about $2.3 million in production.
Raymond James has over 5,300 financial advisors serving
clients
across North America. The company records $273 billion in total
client
assets, of which around $35 billion are managed by its asset
management
subsidiaries.