Nicholas Conner, Kevin Latta, Michael Conti and Jamie Howells, who managed $1.1 billion at Merrill Lynch in Farmington Hills, Michigan, have moved to the employee channel of Raymond James. They are based in the firm’s Novi, Michigan, office.
The team, now operating as Stone Manor Wealth Advisors of Raymond James, includes client service associates Timothy Holly, Kimberly Reid and Kimberly Ybarra, as well as investment portfolio associate Adriana Soto and business coordinator George Kourtis.
Conner spent his 26-year securities career at Merrill Lynch.
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.
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