People Moves

Raymond James Recruits Former $934 Million Morgan Stanley Team In Georgia

Eliane Chavagnon Deputy Editor - Family Wealth Report 21 November 2013

Raymond James Recruits Former $934 Million Morgan Stanley Team In Georgia

Raymond James has recruited financial advisors Richard Swift and Jeff Dakin in Columbus, GA. The team operates as the Swift Wealth Management Group and joins from Morgan Stanley, where they managed some $934 million in client assets and had $1.2 million in annual fees and commissions.

Raymond James has recruited financial advisors Richard Swift and Jeff Dakin in Columbus, GA.

The team operates as the Swift Wealth Management Group and joins from Morgan Stanley, where they managed some $934 million in client assets and had $1.2 million in annual fees and commissions.

Swift Wealth Management Group serves families and businesses, as well as managing pension and retirement plans for local firms, endowments and foundations.

Swift began his financial services career in Columbus at Robinson-Humphrey in 1998 after several years with a commercial insurance firm and at Columbus Bank & Trust.

Dakin first joined Synovus Securities in 1991, moving to Robinson Humphrey in 1996, where he later teamed up with Swift.  

Also in Columbus, Raymond James has hired Jenn Shoemaker as a service associate from Synovus Family Asset Management.  

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