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).