Raymond James Financial has lured a Georgia-based team of two financial advisors from Morgan Stanley that managed nearly US$1 billion in client assets.
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The team, which includes Richard Swift and Jeff Dakin operating as Swift Wealth Management Group, will join firm’s employee broker-dealer channel.
The duo will serve local families and businesses as well as pension and retirement plans for local companies, endowments and foundations.
Swift and Dakin have started working at Robinson-Humphrey Co, a brokerage acquired by a Morgan Stanley predecessor, in the 1990s.
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