Raymond James said Monday that a four-adviser team in Virginia that had managed $340 million in assets at Merrill Lynch has joined Raymond James Financial Services, the firm’s channel for independent advisers.
Jon Schubert, Brent Bigney, Mike Morrison and Adam Stalcup operate as Resolute Private Wealth in Forest, Virginia. They were joined in the move by staffers Stacey Hytree and Amy Tesi.
Schubert, the firm’s president and managing partner, has 19 years of experience, according to his BrokerCheck report. He had been affiliated with Merrill Lynch since 2017 and earlier worked at Edward Jones.
Bigney has 15 years of experience and had been affiliated with Merrill Lynch since 2011, after working at Edward Jones. Morrison, who serves as chief marketing officer, and Stalcup, who serves as chief operations officer, both joined Merrill in 2018.
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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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