The latest moves, appointments and personnel changes in North American wealth management.

Ameriprise
Financial advisors Mila Kisz and Roman Kisz recently joined the independent channel of Ameriprise Financial, from Edward Jones where they managed $100 million in client assets.

The married duo joined an established Ameriprise practice, LegacyOak Advisors, in Simi Valley, California, led by financial advisor Greg Lewandowski. LegacyOak Advisors includes three financial advisors and one relationship manager, Phyllis Lugo. The practice is supported locally by Ameriprise franchise field vice president Karl Bobo and Ameriprise regional vice president Marcus Ranger.

The Kisz’s and Lewandowski originally met at Edward Jones before Lewandowski moved his practice to Ameriprise in 2022. Two years later, the Kisz’s were looking to switch firms, so they reached out to Lewandowski to learn more about Ameriprise.

“We wanted to partner with a firm that offered independence, ownership in our business and the ability to work with a team,” Mila Kisz said. “At the same time, Greg wanted to grow his team. We learned more about Ameriprise and LegacyOak Advisors and it became clear – the opportunity to form a team would benefit all involved, most importantly, our clients.”

Left to right: Mila Kisz, Roman Kisz, Greg Lewandowski, Phyllis Lugo

Raymond James
Raymond James has welcomed financial advisor Steven Porter to its employee advisor channel, in Winter Park, Florida. 

Porter arrives from Charles Schwab, where he managed $200 million in client assets. He specializes in serving families, retirees, businesses and individuals undergoing significant financial changes such as business sales or liquidity events.

Porter, who began his career in 2007 at Morgan Stanley, most recently served at Charles Schwab for nine years. In addition to his professional experience, he holds the Certified Financial Planner designation and a bachelor’s degree in food and resource economics from the University of Florida.