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In the News

Five Merrill Lynch Advisors Exit For Raymond James in Mass.

Posted by Wendy Leung

FA Financial Advisor Magazine

July 31, 2020
By Jacqueline Sergeant

Five former Merrill Lynch advisors who collectively managed $515 million have joined Raymond James & Associates’ employee advisor channel in Burlington and Boston, Mass., according to a company release.

The advisors – Eric Hobin, Jiles Robinson, Antonio Sordillo, Jason Whittier and Kristen Ragusin – continue RJA’s expansion in the Northeast and will become part of RJA’s Southern New England Complex led by Bill Drew, the release said.

Ragusin, who previously managed $140 million in client assets, has launched her own practice at RJA’s Boston, Mass., office. She has been with Merrill Lynch since 1992. Ragusin said she is professionally supported by a firm that truly makes her feel like she is swimming with the tide instead of against it.

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Wendy Leung

About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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