People Moves

Raymond James Hires Former Morgan Stanley Wealth Trio

Vanessa Doctor May 4, 2011

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.

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