Raymond James Financial has lured a team of two financial advisors from Sterne, Agee & Leach that managed more than $200 million in client assets.
The team, which includes Justin Adams and Stephen Adams, will join the firm’s San Francisco office and will operate as Adams Group of Raymond James.
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The pair will report to Nathan Clakley, the employee-channel complex manager for Northern California.
The team previously had annual production in fees and commission of more than US$1.1 million.
Stephen Adams has started his career with Shearson Hammill. He later found Van Kasper & Co and then moved to Nollenberger/Sterne Agee. Justin Adams started his financial services career in 2000 with Dean Witter and then joined at Van Kasper & Co.
Additionally, the team includes senior registered sales associate Carol Hines.
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By GlobalDataLast month, the firm has hired financial advisor Stephen Besse from Morgan Stanley at its Northern California office in Walnut Creek. Besse previously managed $360 million in client assets and produced $1.35 million in revenue last year.
