Raymond James has enticed away an advisor team with $1 million in production from Wells Fargo for its Bartlett, Illinois office.
The three-person team, known as the Turnbaugh-Fleming Group, managed approximately $140 million in client assets while at Wells Fargo. Ann Fleming, CFP, and Thomas Turnbaugh, CRPC, will be senior vice presidents.
Ann and Thomas are a great addition to the firm, said John Kuklenski, director of Raymond James North Central division, in a statement. They are an outstanding, high-quality team - with more than 58 combined years of experience and, most importantly, high integrity and a commitment to and focus on their clients.
The two advisors have worked together for more than two decades. Fleming started her career in the financial services industry in Chicago in 1991 with Prudential Securites. She is a graduate of Tulane Universitys Newcomb College. Turnbaugh has been in the industry for 35 years, having previously worked at Merrill Lynch and Prudential Securities. He has a bachelors degree in history from Trinity College in Deerfield, Ill., and a masters degree from George Williams College.
Also joining Raymond James with the team is Cheryl Sanchez, a registered service associate. Sanchez has worked for Turnbaugh and Fleming for 17 years.