Concurrent Recruits Advisor Trio from RayJay, Wells Fargo


Tampa-based Concurrent Investment Advisors has three new advisors in January: Ramin Abrams, Glenn Holmes, and Sean O’Neill, who collectively bring $365 million in client assets. 

Glenn Holmes and Sean O’Neill were previously associated with Raymond James, while Ramin Abrams was with Wells Fargo before joining Concurrent.

As part of their move, Abrams and Holmes are establishing new offices for Concurrent. Ramin Abrams is opening a new location in New York City under the Concurrent Advisors brand. Glenn Holmes is launching T7 Legacy in Jacksonville, Florida, aiming to serve corporate executives and business owners in the Southeast region. Sean O’Neill, on the other hand, is joining Legacy Wealth Partners, an existing partner of Concurrent based in Denver. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.


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