An avid surfer and advisor, who managed $120 million in client assets for Wells Fargo, has left to join RIA Integrated Wealth Management, the firm said.
Jim Bray became the ninth wirehouse advisor to join the Palm Springs, Calif.-based firm since November 2013, according to a press release. Bray began his career in 2004 with Morgan Stanley before his time at Wells, according to his website page at Integrated Wealth Management.
Bray, a surfer and father of four children who are involved in competitive surfing, has folded his passion for the sport into his new business.
"Jim’s practice focuses on helping individuals and families nearing and in retirement, as well as assisting professionals in the surf industry," his website at Integrated Wealth Management says.
The firm also hired Ryan Delaney as chief financial officer.
Delaney previously spent three years at Morgan Stanley in numerous capacities, from research to sales and risk management, according to FINRA BrokerCheck. Before that, he spent 15 years in the hedge fund industry, building investment portfolios for clients, according to the release.
Integrated Wealth Management was recognized as one of the biggest breakaways of 2014 after luring a Morgan Stanley team overseeing roughly $740 million in assets.