People Moves

Raymond James Recruits $200 Million Team From Wells Fargo

Eliane Chavagnon Reporter 8 January 2013

Raymond James Recruits $200 Million Team From Wells Fargo

Raymond James Financial Services has added former Wells Fargo advisors Carolyn Meakem and Traci Meakem Richmond in Bethesda, MD.

Meakem and Richmond operate as the Meakem Group, an independent firm with an office at 4800 Hampden Lane, Suite 200, in Bethesda. The pair previously managed over $200 million in assets, with an annual production of $2 million.

Meakem Group provides customized financial planning, investment management, estate preservation strategies, risk management, education planning and divorce planning.

Meakem, a financial advisor and managing partner of the practice, has worked at Ferris & Co, Legg Mason and Wachovia Securities. Richmond, Meakem’s daughter, is also a financial advisor and managing partner, holding the Certified Financial Planner and Certified Divorce Financial Analyst designations. She joined her mother’s practice in 2006 after 10 years as a litigation attorney.

Raymond James Financial Services is the independent broker/dealer arm of Raymond James.

 

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