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Raymond James Continues Building Out Its Empire - Report

Tom Burroughes Group Editor April 26, 2017

Raymond James Continues Building Out Its Empire - Report

The US firm has brought in a wealth management group in South Carolina, adding to a flurry of hires and corporate activity in recent weeks.

Harvest Wealth Advisory has joined Raymond James in downtown Greenville, South Carolina, according to GSA Business Report.

Jef Lockman, first vice president for investments, Aaron Galloway, financial advisor and Whitney Burton, registered client service associate, are now based out of the Falls Park Drive offices in Greenville.
The wealth advisor provides financial planning, catering to business owners, individuals and families.

Family Wealth Report is in contact with Harvest Wealth Advisory and Raymond James about the report, and may update in due course. 

The report adds to a run of stories about Raymond James bringing in teams to its embrace. A few days’ ago, Raymond James agreed to purchase a firm from asset manager UMB Financial Corporation. It bought UMB subsidiary Scout Investments, an investment manager, and its Reams Asset Management division. Financial terms weren’t disclosed. That deal is expected to be completed at the end of this year. Earlier in April, Raymond James recruited a $150 million team comprising four financial advisors to its North Carolina office. Three of them joined from Triad Advisors, where they managed more than $120 million in client assets. Another joined joined from Merrill Lynch, where he managed more than $30 million in client assets.

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