Raymond James Adds $1.1B Advisor Team From Wells Fargo

"The systems, data security, technology and workflow efficiencies allow us to build and enhance the robust strategies that place our clients' goals in the center of all we do," he said. "As our practice evolves, we are grateful to have found a partner that will allow us to enhance our client experience, backed with the resources we need as we grow."

James S. Karageorge leads the Athens, Ohio, team as founder and CEO of Karageorge Wealth Management and is now a RJFS senior wealth manager.  He has been in the industry for more than 28 years, nearly 18 of them with Wells Fargo, according to his BrokerCheck report.

"My entire career has been laser-focused on building trusted lifetime partnerships with my clients so that they are financially equipped to realize their goals, with no dreams left unexplored, and their succession and legacy goals honored," he said in the announcement.

"Aligning with Raymond James is an exciting opportunity, as it will augment our ability to help achieve these goals for our clients," he said. "I am especially excited about the dedicated cyber threat center and fraud protection capabilities at Raymond James, as well as the sophisticated technology platform that will increase our efficiency and effectiveness."

The longevity planning resources at RJFS, meanwhile, "will help us elevate our wellness, longevity, generational and special needs planning for our clients," he said. "Leveraging these resources will enable us to develop a holistic, comprehensive strategy that is tailored to each client's specific needs."

Welcoming the advisors and their teams to Raymond James, Jodi Perry, president of the Independent Contractors Division at RJFS, said: "We are proud that advisors, particularly ensemble teams, continue to recognize Raymond James' unique offering in the marketplace. We've heard from advisors that the high degree of flexibility here to run their business, coupled with the high level of support and resources at Raymond James, allows them to focus on elevating their client experience, service and offerings, which is of utmost importance in this environment.

Raymond James Financial now has about 8,200 advisors throughout the U.S., Canada and overseas managing client assets of $1 trillion, it said.