Raymond James has done it again. The Tampa Bay-based wealth manager has stolen away a Merrill Lynch advisor-team with almost $200 million in assets under management, marking its sixth major recruitment win in the past two weeks.
The former Merrill team, known as Astle Investment Managers, will join Raymond James new San Diego office, according to branch manager, Kevin Monaco. The Astle team is a family affair, comprising Joanne Astle, her son Nick and husband Mike, and also Sarah Wilfbank, the teams senior registered sales assistant.
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