Raymond James & Associates has hired a three-person team from Morgan Stanley in Westlake Village, Calif.
Warren "Bud" Wilson, John Kwiatkowski and Valerie D’Addona have formed the Greenbrier Wealth Management Group for Raymond James and established a practice in Raymond James & Associates’ Westlake Village branch, according to Ron Goldman, branch manager.
“I’m excited to have these veteran advisors join us here at Westlake Village,” said Goldman. “They are a strong team with a proven track record. Their valuable knowledge and experience makes them a great addition to Raymond James and our branch. Most importantly, they share our firm’s dedication to putting the needs of clients first.”
Wilson, Kwiatkowski and D’Addona, along with their registered sales associate, Paige Pitzer, came to Raymond James from Morgan Stanley Smith Barney where they managed $415 million in assets and had $2.3 million in production.
Wilson worked at Merrill Lynch prior to joining Smith Barney in 1998. He is a wealth management specialist. Kwiatkowski who, in addition to being a certified public accountant is a Chartered Retirement Plan Specialist and served as Controller for Easton Sports before joining Smith Barney in 1991. D’Addona is a 30-year veteran of the financial services industry and worked at Paine Webber prior to joining Smith Barney in 1981.
Greenbrier Wealth Management specializes in providing a comprehensive financial planning services for individuals, families and businesses.
Raymond James & Associate is a wholly-owned subsidiary of Raymond James Financial, which has more than 5,300 financial advisors serving 1.9 million accounts in 2,200 locations in North America. It has total client assets of $273 billion, of which approximately $35 billion are managed by the firm’s asset management subsidiaries.