Raymond James Financial has lured an Ohio -based team of two financial advisors from Wells Fargo that managed nearly US$101 million in client assets.

The team, which includes David Rodrigo and Jason Goldberg will join firm’s employee broker-dealer channel as new vice presidents of investments in the Blue Ash, Ohio, branch office.

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Wells Fargo said that the team, also known as Goldberg and Rodrigo Financial Group of Raymond James, has previously managed more than US$101 million in client assets and their annual production in fees and commission was roughly US$900,000.

The pair has joined Raymond James from A.G. Edwards, where they served as financial advisors.

Rodrigo has extensive experience in serving high-net-worth clients, particularly high-end specialists in the medical field, while Goldberg with more than 16 years of industry experience specializes in investment strategies for high-net-worth families, corporate executives and small business owners, with expertise in asset strategies, retirement planning and asset transition.

Additionally, a registered client associates, Stacey Kin, will also join the team from Wells Fargo Advisors. Prior to joining A.G. Edwards, Kin, most recently worked at LPL.

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Bill Roney, divisional director of Raymond James, said: "They have grown their business over the years with a strong client-first focus and attitude, a premise that aligns with our values here at Raymond James. We look forward to supporting their efforts, practice and in turn, their clients."

Rodrigo said: "The firm offers access to well-known equity research, mobile technology, social media and custom websites – all components we feel will help our business grow."