Wealth Management Sees New Moves at RWA Wealth Partners, Axtella, and Raymond James
The wealth management scene in North America shifts with staff changes. Firms add experts to their teams. Clients and assets now get closer care with these moves.
RWA Wealth Partners Grows Its East Coast Family Office Team
RWA Wealth Partners now manages about $19.7 billion in assets. Two new senior advisors join the family office group. They work as managing directors under Nicole LaChapelle, who leads this team.
Jennifer Votano has more than 25 years in finance. Her past work was at Clarfeld | Citizens Private Wealth and New England Private Wealth Advisors. Evelyn Pepe has 15 years of experience as a senior advisor. She also worked at Clarfeld | Citizens Private Wealth and helped executives, business owners, and family clients.
RWA adds to its plans after the move of a San Francisco team led by Karen Schmid. Offices in Boston, the San Francisco Bay Area, Chicago, Traverse City, Newton, and Costa Mesa help support its wide client base.
Michelle Knight, the CEO, said the firm grows fast along the East Coast. The move shows the firm will care for family office needs and deliver personal help to clients across the region.
Axtella Grows Its New York Advisory Teams
Axtella is a finance network with two broker-dealers and a registered investment advisor. The firm now has two advisory groups that manage about $108 million in assets. Christopher W Judge works in Ossining, New York, and Bill Gillett works at the Commonwealth Agency in Fishkill, New York. They join Axtella’s network.
Judge now works with a broad range of investment products and planning tools to serve his clients. Axtella’s network includes broker-dealers Sigma Financial Corporation and Parkland Securities, along with the RIA arm Sigma Planning Corporation. The network now supports over 700 advisors. Leadership comes from CEO Jerry Rydell and President Brandon Rydell.
This growth gives advisors more tools and freedom. It mixes independent work with firm support.
Raymond James Adds Independent Advisory Talent in Minnesota
In Red Wing, Minnesota, Raymond James welcomes two advisors, Tim Kelly and Coleman Kelly, into its independent advisor group under Endurance Wealth Management. The Kelly team comes from LPL Financial and now manages more than $250 million in assets.
At Raymond James, branch coordinator Katie Bakke, practice coordinator Tait Kelly, and client consultants Surbhi Moore and Matthew Brady join the team. Tim Kelly, the lead advisor and father to Coleman and Tait, brings nearly 30 years of work in wealth management.
This move shows Raymond James’s plan to grow its independent advisor group. The firm gives teams the help they need to run operations and serve clients while they keep their own style.
New Trends in Wealth Management Talent and Services
These staff moves at RWA Wealth Partners, Axtella, and Raymond James show the industry’s shift in how it cares for clients. Firms now work to give strong family office support, better help for advisors, and a mix of independent and firm-backed models. Clients seek advice that fits their needs.
Real assets now join diversified portfolios. Digital tools and tokenization add new ways to work with assets. Veteran advisors begin work alongside teams that plan to add new tools in this fast-moving field.
For investors, family offices, and advisors, these staff moves and firm updates give clues on how asset care may change in the years ahead.
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📝 About This Article
This article was generated by Hivebox AI in collaboration with AuCan Gold.
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