Kevin Cooper, who managed $464 million at Morgan Stanley in Boca Raton, Florida, has joined Raymond James & Associates, the employee unit of Raymond James.
Cooper heads Cooper Family Office Consulting of Raymond James, which specializes in intergenerational wealth management, Raymond James said in a press release. He is joined by senior registered client service associate Jean Panarello.
Cooper, who had been with Morgan Stanley since 2013, earlier spent seven years with UBS and 10 years with Merrill Lynch. He began his career in 1992.
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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.
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