RayJay Lands $995M Cleveland Team from Merrill

Raymond James announced that it has recruited a Cleveland-based team from Merrill Lynch, where it managed $995M in client assets, to its Raymond James & Associates employee advisor channel.

The team, which will operate as DKO Private Wealth Management of Raymond James, is led by Adam Ours, John Koch, and Padma Jambunath. They are joined in the move by client relationship manager Jeffrey Danzinger, client relationship associate Sasha Delic-Milanovic, and client service associate Betsy Margolin.

Ours, Koch, and Jambunath collectively have 60 years of financial advisory experience, according to their BrokerCheck profiles. The DKO team will operate from Raymond James’ Beachwood branch in Cleveland.

Written By: Dakota

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RayJay Lands $995M Cleveland Team from Merrill

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