Raymond James W2

Published WirehouseHUB stories filed under Raymond James W2.

• Merrill's Singer Maxey Team Joins Raymond James in Bend, Oregon

  Singer Maxey Wealth Management left Merrill for Raymond James in Bend with about $4.7 million in reported annual production, clearing WirehouseHUB's automatic coverage bar for wirehouse moves. Singer Maxey, left Merrill, joined Raymond James, Bend, $450M

• Greenwood Wealth Partners' David Lorbiecki-Led $1.25B Team Exits D.M. Kelly for Raymond James as Merrill Bleeds Advisors to UBS and Ameriprise

  Merrill Lynch is hemorrhaging talent in both coastal markets and the Midwest simultaneously. If your book sits between $120M and $1.25B, every major platform—Raymond James, UBS, and Ameriprise—is actively building a case for your move right now. Greenwood Wealth Partners, left D.M. Kelly, joined Raymond James, $1.25B

• Morgan Stanley's $14.2B Talent Exodus Meets Its Own AI Warning Shot

  Morgan Stanley is bleeding institutional talent at scale—$13B from Graystone alone—while its own research desk is ringing alarm bells about the AI infrastructure narrative that has propped up equity markets. Advisors at competing firms should understand both the recruiting opportunity and the macro risk Morgan Stanley is naming publicly.

• Harold 'Red' Le Sage Jr., Jeanette Mattiza & Madison Maggard Launch Le Sage Mattiza Maggard Wealth Management at Raymond James

  Raymond James is winning breakaway talent by offering the employee-channel structure wirehouses provide plus the brand flexibility and client-service autonomy that wirehouses can't match — a combination worth evaluating before your next contract renewal.

• Adam Pearsall Exits UBS After 26 Years, Takes $400M Practice to Raymond James in Upstate New York

  Raymond James is systematically stripping UBS of mid-market Northeast talent. If you're a $300M–$700M UBS producer in a regional market, expect a Raymond James recruiter call—and start thinking about what your answer will be. Adam Pearsall team, left UBS, joined Raymond James, Upstate New York, $400M

• Raymond James Lands in Multi-Firm Recruiting Blitz as Industry Tallies $8B+ in Team Movement

  If you're fielding calls from recruiters right now, you're not alone — this cycle is unusually active, and the packages being floated for $1B+ producers are at multi-year highs. Know your number before you pick up the phone. $1.6B

• LPL Reels In $350M Florida Duo as UBS Counters with Morgan Stanley Defectors in Indiana

  Recruiting deal sizes are swelling and the geography is expanding—if you're a veteran team with $300M+ in AUM, you're a target right now, and the platforms competing for you are offering increasingly differentiated value propositions beyond just the check. left UBS, joined LPL, Florida, $350M

• UBS, Raymond James, and Carson All Active in Recruiting Push as Inter-Wirehouse Movement Accelerates

  With UBS, Raymond James, and Carson all hunting advisor talent in the same cycle, established teams with clean books carry serious leverage right now — know your number before anyone calls. left UBS

• UBS Lands $1.2B Philadelphia Advisor Adam Conish as Wirehouse Recruiting Wars Intensify

  UBS is not playing a volume game — it's hunting billion-dollar producers, and Conish is exactly the profile they want. If you're managing $1B+ in AUM, expect your phone to ring. Adam Conish, left Raymond James, joined UBS, Philadelphia, $1.2B