Financial advisors David Vallie and Mitch Vallie have joined Raymond James & Associates, the firm’s employee advisor channel, according to Dominic Prioli, Great Lakes regional director for RJA, who announced the hire today in a news release.
The father-son team were formerly with Merrill Lynch, where they managed $353 million in client assets.
Operating as Vallie Wealth Management of Raymond James in Grand Blanc, Mich., the team also includes registered client service associate Michelle A. Loney. Together, they serve the financial needs of business owners, families, individuals, retirees, and foundations.
Headquartered in St. Petersburg, Fla., Raymond James & Associates is a wholly owned subsidiary of Raymond James Financial Inc., a global diversified financial services company with total client assets of $1.24 trillion.