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.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access