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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound