April 1, 2022
By Mason Braswell
Raymond James Financial has wooed a large family team that had generated $6.5 million in annual revenue at Merrill Lynch Wealth Management in Zanesville, Ohio.
The 11-person team, led by 34-year Merrill lifer Mark A. Moyer, had overseen $900 million in client assets, according to Louis Diamond, an industry recruiter who moved the team and said he had permission to speak on their behalf. Their practice includes a number of wealthy executives in the natural gas and energy sector given Zanesville’s proximity to West Virginia.
