Raymond James Welcomes 16-Advisor Team with $1.8 Billion in Client Assets

August 15, 2025 - 02:49

In a significant move, Raymond James has successfully recruited a team of 16 financial advisors who specialize in private placement insurance products. This strategic acquisition brings with it an impressive $1.8 billion in client assets, previously managed by M Financial Group.

The addition of this experienced advisor team enhances Raymond James's capabilities in delivering tailored financial solutions to high-net-worth individuals and families. This recruitment is part of the firm's ongoing strategy to expand its wealth management services and strengthen its position in the competitive financial advisory landscape.

The advisors, known for their expertise in private placement insurance, are expected to contribute significantly to the firm's growth and client service offerings. Their transition to Raymond James is anticipated to create new opportunities for both the advisors and their clients, as they leverage the firm's resources and extensive network to enhance their service delivery. This move underscores Raymond James's commitment to attracting top talent in the financial advisory sector.