Print this article

Raymond James & Associates Welcomes Two Teams In Idaho

Eliane Chavagnon

21 September 2016

Two new advisor teams have joined Raymond James & Associates in Boise, ID, from Morgan Stanley.

Senior vice president, Debra Riedel, and first vice president, Josh Miles, are joined by senior registered service associate Michele Cisario and operate as Riedel|Miles Family Wealth Advisory Partners. They joined RJA from Morgan Stanley, where they managed approximately $325 million in client assets.

Also joining RJA in Boise is the Campbell Courtright Group. The team includes: vice president of investments, William Campbell; associate vice president of investments, Patrick Courtright; senior investment management specialist, Eltiena Campbell; and senior registered service associate, Christine Robertson. At their former firm, Morgan Stanley, the team managed over $360 million in client assets.

Riedel was previously a senior portfolio manager, having worked at MS its predecessors since 1983. Miles began his financial services career with Smith Barney in 1996 and spent several years at the firm in San Francisco and Portland, OR, before moving with successor firm Morgan Stanley to Boise, where he was a senior portfolio manager, financial planning specialist, advisor and branch manager.

Campbell joined New England Securities in 1992 and spent time with ADP and UBS in the 1990s. In 2002, he joined Raymond James Financial Services as an independent advisor before moving to Morgan Stanley in 2011. Courtright began his financial services career in 2001 with Wachovia Securities, after having worked with the Idaho State Tax Commission as an auditor and as a senior financial analyst at SUPERVALU/Albertsons. In 2010, he joined Campbell at RJFS and moved with him to Morgan Stanley in 2011.

Campbell began her financial services career in 1993 with Smith Barney Shearson and remained with its successor firms until moving to RJFS in 2002, and then Morgan Stanley in 2011. For the last 15 years she has been focused on working with corporate retirement plans and their participants.