Raymond James landed a $230M team from Wells Fargo Advisors, according to the regional firm.
Lynn Grossman and Brian Vieira joined Raymond James in Westport, Connecticut, where they operate as Grossman, Vieira, Tom Galvin, North Atlantic regional director for Raymond James & Associates said in a prepared statement. The team works under Connecticut Complex Manager Judson Potter.
Grossman is an industry veteran, whose career goes back to 1988 when she joined Kidder, Peabody, according to FINRA BrokerCheck records. She later worked for Smith Barney before joining Wachovia Securities, a predecessor firm of Wells Fargo in 2005.
The Columbia University graduate originally set out to be a health care professional, and remains a holistic health coach. Her business includes individual, corporate and nonprofit clients and her approach to financial planning focuses on social impact investing and holistic life. Grossman in the statement says the most essential reason for joining Raymond James was that its "strong research capabilities, as we manage a large number of our clients’ portfolios."
Vieira, a relative newcomer, began in financial services with TD Bank in 2014. A year later he joined Wells, through its home mortgage business, where he developed an expertise in real estate and his knowledge of the markets before teaming up with Grossman. He is currently enrolled in New York's Pace University, studying for a bachelor's in professional communications.
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The team's three advisers all worked at the wirehouse for more than two decades.
November 28 -
The team leader is an industry veteran who spent 23 years at Wells Fargo and its predecessor A.G. Edwards.
November 22 -
The team leader is an industry veteran who spent 23 years at Wells Fargo and its predecessor A.G. Edwards.
November 22 -
The regional firm recruited its first adviser for Alex. Brown since acquiring the unit in September, and will reopen an old office in Annapolis, Maryland.
November 21
