People Moves

Raymond James FS Affiliate Adds 10 Teams, Netting $1.0 Billion AuM

Editorial Staff, June 4, 2021


The Concurrent business is a partnership of advisors.

Concurrent, a partnership of independent advisors affiliated with Raymond James Financial Services, said yesterday that it has added 10 advisor partner teams entrusted with more than $1 billion in client assets. 

New advisors under the Concurrent umbrella include: 

-- Zach Yaklin, with $213 million of assets under management; formerly with Wells Fargo Bank and based in San Diego and Traverse, Michigan; 

-- Michael Grover, managing partner, Grover Financial Group ($311 million AuM); an existing Raymond James Financial Services advisor and based in Modesto, California. The six-person team also includes financial advisors Robert Powell, Justin Grover, Eric Taylor, with support from Jan Constable and Linda Carranza; 

-- Thad Ortez, an existing Raymond James advisor in the Modesto, California area ($65 million); 

-- Randy Sauer, Sauer Wealth Management ($191.8 million); formerly with Wells Fargo Advisors and based in Pittsburg, Kansas, supported by Kallee Tucker. This is the first Kansas-based team to join the Concurrent network; 

-- Vikki Ciotti ($65.6 million AuM); formerly with Wells Fargo Advisors, based in Sarasota, Florida, and supported by Rona Powers; 

-- Clint Tighe and Rob Broome ($90 million AuM); both formerly with Wells Fargo Advisors, have joined Winter Park Wealth Group based in Winter Park, Florida; 

-- Jason Fernandez ($56.5 million AuM) and formerly with Wells Fargo Advisors joined Wealth Partners Alliance in Dallas, Texas; 

-- Warren Bowman in St Petersburg, Florida joins from Wells Fargo Advisors ($80 million in AuM); 

-- Michael Cox and Nic Manns, who join from Wells Fargo Advisors ($100 million AuM), will be operating as the Cox Private Wealth Management Group in New Port Ritchey, Florida; and 

-- George Hoos, formerly with Morgan Stanley is a solo advisor in Sarasota, Florida ($90 million AuM).

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