$300 million Waddell & Reed team joins Raymond James

Eight representatives who managed $300 million at Waddell & Reed have affiliated with the independent unit of Raymond James through Beyond Wealth Advisors, an affiliate based in Manhattan, Kansas.

Advisers Ross McDonald, Anthony Gorman, Ryan Hayden, Diane Freeby, Mathew Bishop, Devin Schwartz, Dillon Kohman and Kurt Haberer have made the move, along with client service associates Gwenda Bishop, Lisa Dziedzic and Lorie Grogg.

LPL announced late last year that it was buying Waddell & Reed’s wealth management business and would offer stay bonuses to the unit’s more than 900 advisers.

[More: Adviser recruitment on track for record-breaking year]

Restarting firm culture post-pandemic

The post $300 million Waddell & Reed team joins Raymond James appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: