People Moves
Raymond James Recruits Independent Advisor Team From Morgan Stanley
Raymond James Financial Services, an independent broker/dealer
subsidiary
of
Raymond James, has recruited a new team in the shape of
Illinois-based Dashboard Wealth Advisors.
The team joins from Morgan Stanley, where they managed over $240
million in client
assets and had annual fees and commissions of $1.9 million.
DWA is led by managing director, Scott Schuster, who is also
a financial advisor at Raymond James. He is joined by his
business partner, Paul
Casazza - also an advisor at Raymond James - as well as
operations
manager, Mary Phillips, and DWA’s chief financial officer,
Heather Schuster.
The trio also worked together at Morgan Stanley, where they operated as the Schuster-Casazza Group.
Through its four broker/dealer subsidiaries, Raymond James
Financial has some 6,200 financial advisors serving more than 2.4
million accounts
in some 2,600 locations throughout the US, Canada and overseas.