A Wells Fargo advisor team has left for Raymond James & Associates, the employee broker-dealer.

Wood Asset Management generated about $2 million of annual revenue at Wells, according to a spokesperson for Raymond James. The team, comprised of advisors Robert J. Wood, his son Robert Jr., and Carlton L. Brown, will be based from Raymond James’ Richmond, Va. Office. They will be joined by client service associate Lola Wright, and report to branch manager J. Clifford Foster IV.

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

Don't have an account? Register for Free Unlimited Access