An advisory practice with more than half a billion in assets under management has dumped its wirehouse affiliation and hooked up with Raymond James Financial Services.
The Raymond James announced Monday that it had recruited financial advisors Benjamin Weiner, Michal Hlavek, Duke Marsh and Daniel Iosue from Morgan Stanley to its independent channel. The team now operates an independent firm just outside Orlando, Fla., called Winter Park Wealth Group. While affiliated with Morgan Stanley, the group managed in excess of $550 million in client assets and generated $2.3 million in annual fees and commissions.
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