Raymond James Adds 12 Ex-Wirehouse Advisors Managing $2.2B

Advisors joining the Coral Gables office from Wells Fargo in April were Maria Jose Pessoa ($130 million), Lizzette Inchaustegui ($160 million), Orlando Garcia ($527 million) and Javier Ferreira ($252 million).

Also now operating out of RJA’s Coral Gables office are former Wells Fargo advisors Andres Galvez and Edwin Shedd, who joined in March and previously managed about $220 million in combined client assets. The Coral Gables branch is managed by Mike Origlia.

“We were looking for a firm that has a business owner mentality, combined with a distinctive culture, that shares the same values of putting its clients first, and we are pleased to have found that in Raymond James,” according to Shedd.

Meanwhile, added to RJA’s Fort Lauderdale office in April was advisor Griselda Uzcategui, who managed about $120 million in client assets at Wells Fargo, and said he was attracted to the “culture and focus on supporting advisors” and wealth management clients at Raymond James. The Fort Lauderdale office is managed by Richard Caccamise.

Advisor Charles Fischer, who previously managed $100 million in client assets at Morgan Stanley, joined RJA’s Boca Raton office that is managed by Dan Kraus in May.

And advisor David Letourneau joined RJA’s Palm Beach Gardens location in May from Merrill Lynch, where he previously managed about $60 million in assets. Joining him is advisor trainee Benjamin Graybow, who is part of the firm’s Advisor Mastery Program for new financial advisors. RJA’s Palm Beach Gardens office is managed by Larry Gonnello.