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

Editorial Staff

27 June 2025

Raymond James
Raymond James has welcomed financial advisors Daniela Fricke and Kelly Erickson to its employee advisor channel.

The duo arrived from LPL Financial, where they managed nearly $200 million in client assets, and are joined at Raymond James by senior client service associate Melissa Phillips.

Based in Newport Beach, California, the team serves families, individuals and retirees as a part of RJA’s Newport Beach branch.