Raymond James Financial has lured a team of two financial advisers from Bank of America Corp’s Merrill Lynch that managed over US$280 million in client assets.
The team, which includes Jeffery Tomaszewski and Gary Rigby, will join the firm’s Ocala, Florida office.
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The team previously had annual production in fees and commission of about US$1.6 million.
Additionally, a registered assistant Liz Malkin, will also join the team at Raymond James.
Rigby said: "After meeting with senior leadership, we found the type of customer service Raymond James provides and the corporate culture permeating the firm to be a great fit for our needs and the needs of our clients."
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