Tim Woods, Blake Brignac and Mitchell Woods, who managed approximately $453 million at Merrill Lynch in Lake Charles, Louisiana, have joined Raymond James & Associates — the firm’s employee adviser channel.
The adviser team — now known as Woods Brignac Wealth Management of Raymond James — is joined by client service associates Debbie Ardoin and Mackenzie Wright, Raymond James said in a press release Tuesday.
Tim Woods launched his wealth management career at Merrill Lynch in 1998. Brignac brings nearly a decade of advisory experience to Raymond James, following his tenure at Merrill Lynch. Mitchell Woods began his career in financial services with Merrill Lynch in 2016.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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