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FUNDRAISING NEWS | October 23, 2024
Tags: Personnel, Financial Advisor Move
Raymond James on October 22 announced the addition of a New York-based team from Merrill Lynch, where it oversaw over $1B in client assets.
The nine-person team has transitioned to Raymond James as Scott Klein Gates Gandolfo Wealth Management, comprised of managing directors Christopher Scott, Kevin Klein, Michael Gates, and Salvatore Gandolfo; financial advisor Jeffrey Baker; and client associates Alicia Birch, Jaclyn Greiner, Christina Ivancic, and Elia Criola. The team serves a client base ranging from business owners, endowments, families and individuals, and retirees.
The group will operate as part of Raymond James’ Williamsville branch and will report to its complex manager Gary Hernandez.
View the press release here.
Written By: Dakota
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