Two advisers managing $189 million at Truist in Dalton, Georgia, and a trio managing $119 million at Merrill Lynch in Fayetteville, Georgia, have joined the employee unit of Raymond James.
Joel Theis and Zach Theis were formerly at Truist.
Joining Raymond James from Merrill Lynch are Joshua Pruitt, Harry Pence and Demetrios Protopapadakis, as well as Jammie Perri, a senior registered client service associate.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound