A team of California professionals brings $415 million to Raymond James.
ST. PETERSBURG — Raymond James & Associates, a subsidiary of Raymond James Financial Inc. (symbol: RJF) hired away three California-based advisers from Morgan Stanley Smith Barney.
Warren "Bud" Wilson, John Kwiatkowski and Valerie D'Addona will work together as the Greenbrier Wealth Management Group of Raymond James from the St. Petersburg firm's Westlake Village office. The three managed $415 million in assets for Morgan Stanley, and generated $2.3 million in annual fees and commissions, Raymond James says in a statement.
Raymond James Financial manages $35.6 billion in assets through its three wholly owned broker/dealers, including Raymond James Financial Services and Raymond James Ltd.