Raymond James Nabs $1M Team From Wells Fargo

Raymond James has enticed away an advisor team with $1 million in production from Wells Fargo for its Bartlett, Illinois office.

The three-person team, known as the Turnbaugh-Fleming Group, managed approximately $140 million in client assets while at Wells Fargo. Ann Fleming, CFP, and Thomas Turnbaugh, CRPC, will be senior vice presidents.

“Ann and Thomas are a great addition to the firm,” said John Kuklenski, director of Raymond James’ North Central division, in a statement. “They are an outstanding, high-quality team - with more than 58 combined years of experience and, most importantly, high integrity and a commitment to and focus on their clients. 

The two advisors have worked together for more than two decades. Fleming started her career in the financial services industry in Chicago in 1991 with Prudential Securites. She is a graduate of Tulane University’s Newcomb College. Turnbaugh has been in the industry for 35 years, having previously worked at Merrill Lynch and Prudential Securities. He has a bachelor’s degree in history from Trinity College in Deerfield, Ill., and a master’s degree from George Williams College.

Also joining Raymond James with the team is Cheryl Sanchez, a registered service associate. Sanchez has worked for Turnbaugh and Fleming for 17 years.

Read more:

For reprint and licensing requests for this article, click here.
Wirehouses Regional banks Career moves
MORE FROM FINANCIAL PLANNING