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

Editorial Staff

26 July 2024

Raymond James
Raymond James has welcomed financial advisor Ryan Brisiel to its employee advisor channel. He is based in Fayetteville, Arkansas.

Brisiel has arrived from Arvest Wealth Management, where he managed more than $100 million in client assets. In his new role, Brisiel is joining SWK Financial Planning Advisors of Raymond James. In total, he has more than 22 years’ financial sector experience.

Cetera
Cetera Financial Group, a hub for wealth firms, has announced that Mike McCormick, doing business as Southshore Wealth Management, has joined Cetera Advisor Networks via Summit Financial Networks.

McCormick provides financial planning and investment advice to clients and had more than $151 million in assets under administration as of May 1, 2024. He has 27 years of industry experience and holds his Series 7, Series 63 and Series 65 registrations as well as his Florida Health & Life Series 215 registration. Southshore Wealth Management is based primarily in Sun City Center, Florida.

Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024.