Two Naples, Florida-based advisers who managed about $175 million in client assets at Morgan Stanley are joining Raymond James’ employee adviser channel, Raymond James & Associates, the company announced Tuesday.
Financial advisers John Patat and Joel Gravina will operate as Focus Wealth Management of Raymond James along with their team, which includes client service associates Stephen McLaughlin and Morgan Gatlos.
Patat began his 25-year career in financial services as an assistant trader for Prudential Securities in New York City. He later transitioned to an advisory role at Wells Fargo Advisors in 2003 before relocating to Morgan Stanley in 2012.
Gravina began his career as a financial adviser with Wells Fargo, remaining there for five years until joining Morgan Stanley in 2015. Gravina holds the chartered retirement planning counselor designation.
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
