Raymond James FS Affiliate Adds 10 Teams, Netting $1.0 Billion AuM

Editorial Staff

4 June 2021

Concurrent, a partnership of independent advisors affiliated with Raymond James Financial Services, said yesterday that it has added 10 advisor partner teams entrusted with more than $1 billion in client assets.

New advisors under the Concurrent umbrella include:

-- Zach Yaklin, with $213 million of assets under management; formerly with Wells Fargo Bank and based in San Diego and Traverse, Michigan;

-- Michael Grover, managing partner, Grover Financial Group ; an existing Raymond James Financial Services advisor and based in Modesto, California. The six-person team also includes financial advisors Robert Powell, Justin Grover, Eric Taylor, with support from Jan Constable and Linda Carranza;

-- Thad Ortez, an existing Raymond James advisor in the Modesto, California area ;

-- Randy Sauer, Sauer Wealth Management ; formerly with Wells Fargo Advisors and based in Pittsburg, Kansas, supported by Kallee Tucker. This is the first Kansas-based team to join the Concurrent network;

-- Vikki Ciotti ; formerly with Wells Fargo Advisors, based in Sarasota, Florida, and supported by Rona Powers;

-- Clint Tighe and Rob Broome ; both formerly with Wells Fargo Advisors, have joined Winter Park Wealth Group based in Winter Park, Florida;

-- Jason Fernandez and formerly with Wells Fargo Advisors joined Wealth Partners Alliance in Dallas, Texas;

-- Warren Bowman in St Petersburg, Florida joins from Wells Fargo Advisors ;

-- Michael Cox and Nic Manns, who join from Wells Fargo Advisors , will be operating as the Cox Private Wealth Management Group in New Port Ritchey, Florida; and

-- George Hoos, formerly with Morgan Stanley is a solo advisor in Sarasota, Florida .