Raymond James Hires Former Morgan Stanley Wealth Trio

Vanessa Doctor

4 May 2011

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.