Who's Moving Where In Wealth Management? - Raymond James, RBC Wealth Management

Editorial Staff

9 May 2019

Raymond James
A wealth management team in Florida, overseeing about $331 million in client money, has joined Raymond James.

The advisors - Marc Hallick, Romain Spell, Tyler Jackson and Andrea Patrick - have moved over to Raymond James & Associates, the firm’s traditional employee broker/dealer.

Joining the advisors are senior registered client service associate Nancy Tush, senior client service associate Dody Davison, and marketing associates Teresa Davis and Marilyn Mayfield. The team operates as Precision Wealth Management of Raymond James and joins from Wells Fargo. The group of advisors had more than $2.5 million in annual production.

RBC Wealth Management
RBC Wealth Management, has appointed David Hollenberg to join its Forham Park Office in New Jersey as a managing director - financial advisor.

Hollenberg, who has more than 24 years of industry experience, all spent at Merrill Lynch, manages more than $250 million in client assets. Hollenberg graduated from the University of South Florida, and upon graduation was commissioned as an officer in the United States Marine Corps, serving as a Marine Corps Aviator.

Also joining with Hollenberg are Debra Barnes, senior business associate, and Lorraine Pescatore, senior client associate.