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

Editorial Staff

9 June 2025

Raymond James
Raymond James has welcomed financial advisor Andy Knowles to its independent advisor channel.

As founder of Knowles Private Wealth in McMinnville, Tennessee, Knowles is joined by client service associates Haile Love and Alex Guthrie. Previously, Knowles was affiliated with LPL Financial and First National Bank of Middle Tennessee where he managed approximately $175 million in client assets.

LPL Financial
LPL Financial has brought William “Bill” Curtis Loomis, William Curtis “Curt” Loomis, and Justin K Hitt of Loomis Wealth Management to LPL’s broker-dealer, RIA and custodial platforms.

The team, joining from L M Kohn & Company, reported serving about $180 million in advisory, brokerage and retirement plan assets. Based in Harrisonburg, the Loomis firm was founded in 2010.