Raymond James says a team of advisors has joined its employee channel from Merrill Lynch, where the group had $409 million in client assets.
Advisors Steve Harman, Mark DeGon and Jake Phillips have joined Raymond James & Associates in Spokane, Washington.
The practice operates as Panorama Wealth Management of Raymond James. They are joined by client service associates Jennifer Jones and Kaitlyn Harman.
The team’s decision to join Raymond James “centered on their prioritization of the client-advisor relationship and the firm's robust resources and technology capabilities,” according to DeGon.
“The high level of support provided to advisors was immediately apparent and a welcome development for our group,” DeGon said in a statement about the move.
Harman, DeGon and Phillips had been at Merrill Lynch for the entirety of their industry careers prior to moving to Raymond James, according to their BrokerCheck records.
Harman has been in the industry since 1992, DeGon since 1993 and Phillips since 2014, their BrokerCheck records show.