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FUNDRAISING NEWS | October 21, 2024

RayJay Scores $479M Idaho Team from Merrill

Tags: Personnel, Financial Advisor Move

Raymond James has recruited an Idaho-based advisory team from Merrill Lynch where they serviced approximately $479M in client assets.

The firm announced in an October 17 press release that financial advisors Larry Stucki, Brandon Peebles, and Jake Waddoups, as well as client service associates Carla Greenough and Shauna Misseldine, have joined its employee advisor channel as Riverview Wealth Advisors of Raymond James. The three advisors have over five decades of financial services experience between them, with Stucki being the most tenured. 

Based in Idaho Falls, ID, the Riverview team will operate as part of Raymond James’ Boise branch under complex manager Todd Lovell.

View the press release here. 

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Written By: Dakota

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