Raymond James has reported poached financial adviser Joanne Astle and her team from Bank of America’s Merrill Lynch unit.
The team, know as known as Astle Investment Managers, has US$200 million in assets under management at Merrill Lynch.
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Apart from Joanne Astle, the team comprises of Nick Astle, Mike Astle and Sarah Wilfbank, the team’s senior registered sales assistant. They will join Raymond James’ new San Diego office.
"Our focus on building a strong presence in San Diego is definitely coming to life with a team like Astle Investment Managers. We look forward to their continued growth and platform utilization," Kevin Monaco, Raymond James branch manager in San Diego office, was quoted as saying by onwallstreet.com.
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