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FUNDRAISING NEWS | September 20, 2024
Tags: Financial Advisor Move
Raymond James & Associates has added a California-based financial advisor from Wells Fargo Advisors with approximately $112M in managed client assets, according to a September 18 press release.
Terrence “Terry” Medley joins RayJay as senior vice president for investments with over 44 years of advisory experience, including 13 years at Wells Fargo. Medley brings with him client service associate Dan Medley to form Medley Wealth Management of Raymond James, which will specialize in handling portfolios of business owners, corporate executives, families, and retirees in RayJay’s Silicon Valley branch.
Raymond James said it manages approximately $1.50T in client assets as of July 31, according to the release.
View the press release here.
Written By: Dakota
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