Raymond James nabs four financial advisors from rival

The former UBS staffers will be based at the firm’s Sarasota office.

By Business Observer Staff
| 2:04 p.m. May 25, 2018
| 0 Free Articles Remaining!

From left: T.J. Goelz, Dean Dancer (top), Joe Malave (bottom), Pamela Miller, Steven Grossman, Blake Caldwell. Courtesy photo.

Tampa Bay-Lakeland

ST. PETERSBURG — Former UBS financial advisors Dean Dancer, T.J. Goelz, Steven Grossman and Joe Malave have joined Raymond James and will be part of the Raymond James & Associates Suncoast Complex, based in Sarasota.

At UBS, the four advisors managed more than $480 million in client assets, according to a press release. At RJA, they will collectively operate as the Palm Avenue Wealth Advisory Group of Raymond James and report to Chris Fils, who was recently hired away from Morgan Stanley to manage RJA’s Suncoast Complex.