Francine Payson and Tarek Salhab, who managed $215 million at Merrill Lynch in Fort Myers, Florida, have joined the employee unit of Raymond James.
The two were joined in the move by client service associates Gail Siebenmorgen and Lynda Demarco.
Payson had been with Merrill Lynch since 1991. Salhab began his career at Morgan Stanley in 2000 and moved to Merrill Lynch in 2006.
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
