Raymond James has lured a $110 million Pennsylvania advisor away from Wells Fargo.
Keith Morris, managing director of Conshohocken, Pa.-based Morris Capital Management Group, has joined up with Raymond James Financial Services, the firms independent broker-dealer.
Morris managed more than $110 million in client assets at Wells Fargo and had annual fees and commissions of more than $1 million. In in a press release announcing the move, he cited Raymond James advisor friendly culture and technology capabilities as primary reasons for joining the St. Petersburg, Fla.-based firm.
Morris began his career in 1994 at Prudential Securities, later joining Legg Mason and Wachovia Securities, a predecessor firm of Wells Fargo Advisors. He founded Morris Capital Management Group in 2011.
Denise Bucci, registered client services manager, will join Morris at Raymond James.
- Raymond James Snags $1 Billion Team
- Raymond James to Offer Alts to Custody Clients
- Raymond James Opens San Diego Office