When Robert “Bob” Brooks moved his financial advisory practice to Raymond James & Associates from Bank of America Merrill Lynch last month, it was a decision as much about the firm’s culture as the future opportunities it could bring.
Brooks officially joined Raymond James in Tallahassee, Fla. on July 22, along with his financial advisor son Wyatt Brooks, who has worked for him for 13 years. Together, they previously oversaw $114 million in client assets and had more than $600,000 in annual fees and commissions.
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