trending Market Intelligence /marketintelligence/en/news-insights/trending/9XBqMe1tCBLMM8P3ZjD6NA2 content esgSubNav
In This List

Raymond James adds adviser teams

Blog

Banking Essentials Newsletter: September Edition, Part - 2

Video

S&P Capital IQ Pro | Unrivaled Sector Coverage

Video

S&P Capital IQ Pro | Powering Your Edge

Podcast

Street Talk Episode 81: Amid strong recovery, Banc of California hearing more M&A chatter


Raymond James adds adviser teams

Raymond James said Glen Smith and Robert Casey have joined the firm's independent broker/dealer Raymond James Financial Inc. in Flower Mound, Texas.

Smith and Casey operate as Glen D. Smith & Associates and join from Merrill Lynch, where they previously managed $262 million in client assets. Also joining Smith and Casey at Raymond James are Erica Doré and Alisha Liddell who serve as client associates at Glen D. Smith & Associates.

Moreover, Raymond James recruited John DeRosa and his daughter Deanna DeRosa to the Newport Beach, Calif., office of Raymond James & Associates Inc. which is the firm's traditional employee broker/dealer. They both joined Raymond James from Morgan Stanley, where they previously managed approximately $180 million in client assets.

Also, Linda Fulgenzi recently joined Raymond James & Associates in Honolulu, and also serves clients in its recently established office in Tucson, Ariz. Fulgenzi comes to Raymond James from Merrill Lynch, where she previously managed approximately $113 million in client assets and had over $1 million in annual production.