The team includes financial advisors Patrick Buchanan, Dominic Nori and Adam Goldstein. At LPL, they advised on some $310 million in client assets for around 140 families.

Buchanan, president and director of advanced planning strategies, oversees the firm’s development and application of client strategies for income distribution, wealth transfer and risk management. He began his financial services career in 1996 at American Express Financial Advisors.

Nori, chief executive, has been in the industry for almost 30 years. In 1990, he started his own broker-dealer firm with offices in Manhattan, NY, and Mountain Lake, NJ. He sold his interest in his firm 13 years ago and moved to Florida, where he founded Private Wealth Management.  

Goldstein serves as chief operating officer and manages the day-to-day operations of the firm. He is responsible for portfolio construction and the ongoing maintenance of client investment allocations. He began his career in financial services 17 years ago at American Express Financial Advisors.

Joining Buchanan, Nori and Goldstein at Raymond James is Lauren Wright, client relations manager, and Carolyn Cote, operations manager. Both worked with the team while at LPL.