Twelve financial advisors with more than $2.2 billion in combined client assets recently joined Raymond James & Associates’ (RJA) employee advisor channel in South Florida, according to the company.
The advisors joined from Wells Fargo, Merrill Lynch and Morgan Stanley. RJA’s South Florida Complex, is led by manager Stephen Sullivan.
The former Wells Fargo advisors who will work out of RJA’s Coral Gables office include Andres Galvez and Edwin Shedd, who joined in March and previously managed about $220 million in client assets. Joining in April were Maria Jose Pessoa with $130 million in assets; Lizzette Inchaustegui with $160 million in assets; Orlando Garcia with $527 million in assets; and Javier Ferreira with $252 million in assets. Joining in May were Miguel Viyella with $537 million in assets, and Rafael Sagarbarria and Oscar Gonzalez, who managed about $121 million in assets. The Coral Gables branch is managed by Mike Origlia.
Also coming from Well Fargo in April was Griselda Uzcategui, who managed about $120 million in client assets. She joined RJA’s Ft. Lauderdale office, managed by Richard Caccamise.
Former Morgan Stanley advisor Charles Fischer, who previously managed $100 million in client assets, joined RJA’s Boca Raton office in June. The office is managed by Dan Kraus.
David Letourneau, who previously managed about $60 million in assets from Merrill Lynch, joined RJA’s Palm Beach Gardens location in May. He is joined by financial advisor trainee Benjamin Graybow, who is part of the firm’s Advisor Mastery Program for new financial advisors. The branch is managed by Larry Gonnello.