Raymond James Poaches $300 Million FA Team from UBS
By Alex Padalka
After slow growth in its advisor ranks in the first quarter and several departures in April, Raymond James has lured a pair of advisors from UBS, Raymond James says.
Financial advisors Lori Siegel, a 22-year veteran of the financial services industry, and Robert Russo, who’s been in the industry for 14 years, join the Houston office of Raymond James Financial Services, the company’s independent broker-dealer, as Centrix Wealth Partners, according to a press release from Raymond James.
The pair are joined by senior client service associates Cher Rudolphi and Shelli Cummings, and client service associate Chris Mack, the company says. The team previously managed $300 million at UBS, according to the press release.