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FUNDRAISING NEWS | February 28, 2024

Raymond James Adds Merrill Trio In Florida

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Raymond James has recruited an advisor team from Merrill Lynch. The team, the Anderson McKelvey Group, includes advisors Jesse Anderson, Christopher McKelvey, and Anthony Gilotti, and is based in Winter Park, FL. 

At Merrill Lynch, the team managed $450 million in assets, specializing in services for families, retirees, business owners, and executives in the aerospace and defense sectors. 

Jesse Anderson and Christopher McKelvey both initiated their careers in the financial sector at Morgan Stanley, with Anderson starting in 2001 and McKelvey in 2010, before moving to Merrill in 2011. Anderson holds CFA, CFP and CIMA designations, while McKelvey holds a CFP designation. 

Anthony Gilotti joined the team in 2022, following his graduation with a bachelor’s degree in business administration. He holds a CRPC designation. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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