Veronica Ni
Intern with SourceMedia's Investment Advisor Group.
Intern with SourceMedia's Investment Advisor Group.
The wirehouse veterans left to join Raymond James' employee channel.
The group made the move over to the employee side of Wells Fargo.
The ex-Edward Jones advisor previously oversaw more than $100 million in client assets, according to Baird.
The firm has had "significant expansion" with fast-growing teams in Chicago and St. Louis, which it expects to continue.
RBC's newest recruits generated $1.8 million in annual production, the firm said.
Merrill Lynch hired Fabio Concesi as an international wealth strategist. Concesi previously worked at Citibank.
The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.
The new recruits formed a new team after leaving Wells Fargo and Davenport & Company.
The litigator and Washington lobbyist, who will oversee strategic direction and diversity initiatives, does not hold a CFP.
The acquisition of Jemstep follows the steps of Invescos competitors to buy or build a digital platform.