People Moves
Who's Moving Where In Wealth Management? – Beacon Pointe, Raymond James
The latest moves, appointments and personnel changes in the North American wealth management sector.
Raymond James
Raymond James
has welcomed financial advisors Christopher J Guandolo, Marc
Allen Brown and Maria A Corradi to its independent advisor
channel.
With offices in both Beaver, Pennsylvania and Boca Raton, Florida, Waymaker Wealth Management offers wealth management to clients including business owners, corporate executives, families, retirees, and endowments and foundations.
The team is joined by client service associate Erica Guandolo and director of client relations Rita Endler. Previously, they were affiliated with Janney Montgomery Scott where they managed about $205 million in client assets.
Beacon Pointe Advisors
Beacon
Pointe Advisors, an RIA, has added advisor and
retirement plan specialist Greg Mykytyn. He is based in
Dallas-Fort Worth.
Mykytyn, who has nearly three decades of experience working exclusively with 401(k), ESOP, and profit-sharing plans, has worked as a plan sponsor and a plan consultant in both the private and public sectors. Prior to joining Beacon Pointe, Greg served as managing director for Commerce Street Investment Management in Dallas.
