Less than a week after landing another Morgan Stanley advisor, Raymond James has lured a Midwestern group with over $240 million in assets under management from Morgan Stanley to its independent-broker dealer.
The Oak Brook, Ill., team, now known as Dashboard Wealth Advisors, is helmed by managing director Scott A. Schuster and includes Paul Casazza, Mary Phillips, and Heather Schuster. At Morgan Stanley they operated as the Schuster-Casazza group and generated $1.9 million in yearly fees and commissions.
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