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Who's Moving Where In Wealth Management? – Ameriprise Financial, Raymond James

Editorial Staff

12 August 2026

Ameriprise Financial 
Mitchell Edenbaum has joined the branch channel of Ameriprise Financial in Boca Raton, Florida, from Oppenheimer & Co, bringing more than $145 million in client assets.

Edenbaum will be supported locally by Ameriprise branch manager Drew Granauro, complex director Dan Landrau and regional vice president Mike Rearden.

Raymond James
A group of advisors in Lafayette, Indiana, have joined the employee advisor channel of Raymond James. The advisors are Michael Rose and Scott Gillespie and they had managed $316 million in client assets at Stifel.

Joined by senior registered service associate Patty Horner, the team provides financial planning and guidance to individuals, families and small business owners with a focus on multi-generational wealth planning, retirement and education strategies.