People Moves
Raymond James Hires Former Morgan Stanley Wealth Trio
Raymond James, the US-based financial advisory firm, has
bolstered its Southern California roster with the addition of a
three-person team from Morgan Stanley.
Warren Wilson, John Kwiatkowski, and Valerie D'Addona have come
together to build Greenbrier Wealth Management Group under
Raymond James' Westlake Village branch. Greenbrier specializes in
providing financial planning services for individuals, families,
and businesses.
The trio is joined by their registered sales associate Paige
Pitzer. Prior to this move, the team had been managing $415
million in assets under Morgan Stanley Smith Barney and recorded
about $2.3 million in production.
Raymond James has over 5,300 financial advisors serving clients
across North America. The company records $273 billion in total
client assets, of which around $35 billion are managed by its
asset management subsidiaries.
