Raymond James nabs team managing $350 million

Advisers Thomas Montz, Amanda Montz and Nathan Novotny, who managed over $350 million at BBVA Compass Investment Solutions in Mobile, Alabama, have moved to SmartBank Investment Services, a unit of SmartFinancial whose advisers are affiliated with Raymond James.

Joining with the trio in their move are three associates.

[MORE: Florida team managing $325 million joins Raymond James]

The post Raymond James nabs team managing $350 million 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.
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