People Moves

Raymond James FS Affiliate Adds 10 Teams, Netting $1.0 Billion AuM

Editorial Staff, June 4, 2021

articleimage

The Concurrent business is a partnership of advisors.

Concurrent, a partnership of independent advisors affiliated with Raymond James Financial Services, said yesterday that it has added 10 advisor partner teams entrusted with more than $1 billion in client assets. 

New advisors under the Concurrent umbrella include: 

-- Zach Yaklin, with $213 million of assets under management; formerly with Wells Fargo Bank and based in San Diego and Traverse, Michigan; 

-- Michael Grover, managing partner, Grover Financial Group ($311 million AuM); an existing Raymond James Financial Services advisor and based in Modesto, California. The six-person team also includes financial advisors Robert Powell, Justin Grover, Eric Taylor, with support from Jan Constable and Linda Carranza; 

-- Thad Ortez, an existing Raymond James advisor in the Modesto, California area ($65 million); 

-- Randy Sauer, Sauer Wealth Management ($191.8 million); formerly with Wells Fargo Advisors and based in Pittsburg, Kansas, supported by Kallee Tucker. This is the first Kansas-based team to join the Concurrent network; 

-- Vikki Ciotti ($65.6 million AuM); formerly with Wells Fargo Advisors, based in Sarasota, Florida, and supported by Rona Powers; 

-- Clint Tighe and Rob Broome ($90 million AuM); both formerly with Wells Fargo Advisors, have joined Winter Park Wealth Group based in Winter Park, Florida; 

-- Jason Fernandez ($56.5 million AuM) and formerly with Wells Fargo Advisors joined Wealth Partners Alliance in Dallas, Texas; 

-- Warren Bowman in St Petersburg, Florida joins from Wells Fargo Advisors ($80 million in AuM); 

-- Michael Cox and Nic Manns, who join from Wells Fargo Advisors ($100 million AuM), will be operating as the Cox Private Wealth Management Group in New Port Ritchey, Florida; and 

-- George Hoos, formerly with Morgan Stanley is a solo advisor in Sarasota, Florida ($90 million AuM).

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes