The team joins RJFS from Wiley Bros-Aintree Capital, where they managed over $200 million in client assets and had annual fees and commissions in excess of $1.4 million.

Allen has more than 18 years of experience in the financial services industry and specializes in wealth management for high net worth clients.

He began his career as a financial advisor at Prudential Securities and later joined Wiley Bros-Aintree Capital as a vice president of investments. 

Schadel joined Allen’s practice in September 2010 as a financial advisor at Wiley Bros-Aintree Capital, having previously served as branch manager and senior credit manager at Wells Fargo. 

Meanwhile, joining Allen and Schadel is Heather Beckwith, a client services manager. Beckwith spent the past eight years at Raymond James’ corporate headquarters, working in various roles including compliance advisor, supervisor of a fee-based platform and transition consultant.