Raymond James adds a veteran advisor and two team members are reunited.
Raymond James Financial Services, the independent broker-dealer of Raymond James, has recruited James Doug Hall to join the Green Financial Group in Houston.
Hall was most recently with USCA Securities where he managed $100 million in assets. Before that, Hall worked at UBS, Morgan Stanley, Paine Webber and Shearson Lehman Brothers. A 29-year industry veteran, Hall worked with Jeff Green, the founder of independent firm Green Financial Group, at Morgan Stanley.
Hall said his motivation to join Raymond James was three-fold. I wanted to re-team with Jeff, who was already affiliated with the firm, Hall said in a statement. But what really drew me was Raymond James strength and reputation on the street for having the best back office for independent advisors.
He cited other positives he saw in Raymond James while doing his due diligence: The firm didnt need a bailout in 2008-2009, and has remained conservatively managed and profitable since then.
David Patchen, the regional director of Raymond James Financial Services, said the firm is honored to welcome Hall. Our ability to attract such an experienced and talented advisor like Doug is a testament to the firms independent culture and the outstanding support given to advisors, Patchen said in a statement.
According to the statement Hall discovered his passion and talent for working with retirees 29 years ago and switched from a career in design and field engineering to become a retirement specialist. In his new role with Green Financial Group Hall will continue to focus on retirement planning as a retirement team partner and financial advisor.