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Who's Moving Where In Wealth Management? – Raymond James

Editorial Staff

30 August 2023

Raymond James 
Raymond James has brought in a team of 16 financial advisors and 23 branch professionals at Summit Financial Group. The team, based in San Ramon, California, is joining its independent advisor channel.

Before making the switch, the Summit team worked with Securian Financial Services where it ran more than $2.6 billion in client assets.  

The team includes Nathan Bennett, Steven Wilcox, Don Ledoux, Jay Gilson, Vanessa Savage, Gina Morais, Brendan Noonan, John O’Dea, Aaron Peabody, Michael Schomaker, Cody Smith, Jeneen Slack, Connor Merrigan, Kim Damiani, Dash Grammer, and Robert Avey.

Westmount
Westmount Asset Management, a Los Angeles-based, independent investment advisory firm with more than $5 billion in assets under management, hhas named senior advisor Denis Massey as a partner.

Massey joined Westmount as a senior advisor in 2016.

Among other moves, Massey led Westmount's efforts to become a Certified B Corporation in 2022.
Massey holds the Chartered Alternative Investment Analyst designation.