Wealth Management Firms Expand Advisor Ranks with Strategic Hires

viernes, 20 de marzo de 2026, 2:00 am ET1 min de lectura
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Raymond James has recruited three financial advisors in North Carolina, bringing $328 million in client assets. Callan Family Office has added a team from Clarity Family Offices, focusing on ultra-wealthy families and single-family offices. Prosperity is expanding into Southern California with the additions of Keon Khamsehpour and Merryll McElwain, both senior wealth advisors. The moves highlight the competition for experienced talent and specialized capabilities across the independent advice channel.

Wealth Management Firms Expand Advisor Ranks with Strategic Hires

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