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FUNDRAISING NEWS | October 16, 2024
Tags: Personnel, Financial Advisor Move
Raymond James has added a seasoned five-person team from RBC Capital Markets with approximately $1.1B in managed client assets, according to an October 14 press release.
The Business Exit Planning Advisors of Raymond James is composed of veteran financial advisors Kerry Withrow, Ben Hamilton, Ryan D’Souza, and Elliot Bloch, joined by practice business manager Terri Criswell. The group brings with it more than 100 years of combined experience in the financial services industry, catering to a clientele of business owners, corporate executives, family offices, families and individuals.
The Business Exit group will operate as part of the wirehouse’s Las Vegas branch.
View the press release here.
Written By: Dakota
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