June 1, 2023
By Sam Del Rowe
Raymond James announced that an advisor team has joined its employee advisor channel, Raymond James & Associates, from Merrill Lynch, where they had about $185 million in client assets.
The team operates as Sardzinski Vanore Wealth Management of Raymond James and includes advisors Greg Sardzinski and Andrew Vanore, according to Raymond James. The team, based in Greensboro, North Carolina, provides financial planning and investment management strategies to clients including business owners, corporate executives, sudden wealth recipients, pre-retirees and retirees, Raymond James said.
The team selected Raymond James because of “a value match that we could not find with any other firm,” Sardzinski said in a statement.
Sardzinski has been in the industry since 2001, when he registered with Banc of America Investment Services, and has also been registered with Merrill, according to his BrokerCheck record.
Vanore has been in the industry since 2011, when he registered with Merrill, according to his BrokerCheck record.