The latest moves in the North American wealth management sector.
Raymond James has welcomed financial advisors Meghan Foley and Anthony Anderson to Raymond James & Associates (RJA) – the firm’s employee advisor channel.
Based in Broadview Heights, Ohio, the advisors operate as Shultz Group of Raymond James and are joined by senior client service associate Rani Thakkar. The group was previously affiliated with Merrill Lynch, where they managed approximately $230 million in client assets.
Foley is a 22-year veteran of the financial services industry. She is a graduate of Miami University with a bachelor’s degree in finance who embodies a deep commitment to continuous education. She is a Certified Plan Fiduciary AdvisorTM, a Certified Private Wealth Advisor® certificant and holds the Certified Financial PlannerTM designation.
A native of Cleveland, Ohio, Anderson began his career as a wealth manager and financial planner in 2010 at LM Kohn & Company. He subsequently spent over a decade with Merrill Lynch, earning the company’s portfolio manager qualification. Anderson is a Certified Plan Fiduciary AdvisorTM and holds the Certified Investment Management Analyst® designation, backed by a bachelor’s degree from John Carroll University.