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.
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.