An advisor who was managing $130 million in client assets at BKD Wealth Advisors has joined Sage Private Wealth Group, an independent firm in in Wheaton, Ill., affiliated with Raymond James Financial Services, the firm said in a statement.
Roy E. Cook had about $1.3 million in annual revenue when he left his previous post at BKD in March, according to Raymond James. Now, as director of investments at Sage, Cook is responsible for managing asset allocation as well as the firm's recommended list of funds, ETFs and individual securities, the firm says.
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