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FUNDRAISING NEWS | December 10, 2024

RayJay Recruits $400M Kentucky Advisor from Merrill

Tags: Personnel, Financial Advisor Move

Raymond James announced the recruitment of longtime Merrill Lynch advisor Carol Heil to its employee advisor channel Raymond James & Associates, adding $400M client assets to its Louisville, KY, office.

Heil operates Heil & Associates Wealth Management of Raymond James with senior registered client relationship associate Whitney Woodford and senior client associates Brody Heil and Kathleen McConnell. The team reports directly to branch manager Richard Paris.

Prior to the move, Heil served as senior vice president at Merrill for nearly three decades.

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Written By: Dakota

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