trending Market Intelligence /marketintelligence/en/news-insights/trending/B_1ZzLtgRoVmlr9o7SXHzg2 content esgSubNav
In This List

Merrill Lynch, Well Fargo advisers join Raymond James & Associates

Blog

Banking Essentials Newsletter: 7th February Edition

Case Study

A Bank Outsources Data Gathering to Meet Basel III Regulations

Podcast

Private Markets 360° | Episode 8: Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence)

Blog

Banks’ Response to Rising Rates & Liquidity Concerns


Merrill Lynch, Well Fargo advisers join Raymond James & Associates

Merrill Lynch's Gary Cook and Kristina Daniel joined Raymond James & Associates Inc. as senior vice president of wealth management and assistant vice president of wealth management, respectively, in the Clinton Township, Mich., office.

Cook and Daniel, who previously managed approximately $240 million in client assets, will operate as Cook Daniel Wealth Management of Raymond James. They will be joined by Beth Decker, registered client service associate.

In addition, Steven Friedman and Jeremy Friedman joined the company from Wells Fargo Advisors, where they previously managed approximately $130 million in client assets. The father-and-son duo operate as Friedman Financial Partners of Raymond James in the company's Omaha branch. They will be joined by Renee Johnson, senior client service associate.