Who's Moving Where In Wealth Management? – Raymond James, Edward Jones

Editorial Staff

8 January 2024

Raymond James
Raymond James has brought in a total of 50 financial professionals from Columbia Wealth Advisors , located at Umpqua Bank. The team works in the financial institutions division.

Through this new alignment, the group will offer their clients investment and wealth management services through Raymond James Financial Services, the Florida-headquartered firm said.

Based in Lake Oswego, Oregon, Umpqua Bank has offices in Arizona, California, Colorado, Idaho, Nevada, Oregon, Utah and Washington. CWA manages about $3 billion in client assets, serving both businesses and individuals. They were previously affiliated with Cetera Investment Services.

The team of advisors includes Rhonda Arnett, Brooke Baker, Harold Boucher, Sean Breen, John Brunk, Shane Boehm, Kurt Chase, Carleen Dunagan, Devon Dunagan, Jacob Dusek, Tom Godwin, Patrick Hale, Drew Henrickson, Michael Henson, Ken Hughie, Amy Jamison, Rilee Johnson, Will Moran, Jennifer Morehouse, Diana Ortiz, Bob Reineke, Nori Roman, Jeff Schlenker, Adriane Shaw, Jane Sobottka, Josh Sternberg and Edward Ventham. They are joined by legacy and risk consultant Debora Dinehart and wealth planning manager Merry Dooley.

Raymond James also welcomed financial advisors David Beaver and Aaron Sanchez to its employee advisor channel, in Maite, Guam.

Beaver and Sanchez arrived from Merrill Lynch, where they managed approximately $287 million in client assets. They are joined by client service associates Hope Chamberlain and Toni Vegafria, as well as investment account associate Brianna Tabilas.

Edward Jones
Financial services firm Edward Jones has appointed advisor Alvaro Soto, who has more than seven years’ industry experience, and is based in Houston.

Previously, Soto worked at Merrill Lynch for nearly two years, where he advised clients on a broad range of financial topics and managed more than $100 million in client assets.