Chuck Zimmerman

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  Raymond James Grabs Another Husband-Wife Team From Morgan Stanley

  By Janet Levaux, AdvisorOne  |  January 28, 2013

  The Houston-based group has about $70 million in assets and $700,000 in yearly production.

• Raymond James Hosts Women’s Conference, Shares Growth Plans

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  (St. Petersburg, Fla.) Raymond James executives discussed a new training program, series of women’s conferences and other steps to keep the company on a “controlled growth path” during the firm’s annual Women’s Symposium held in St. Petersburg, Fla., in late September. “Most of our effort is put on...

• Advisors on the Go: Barclays Adds 3, Baird Picks Up 2 and Raymond James Hires 1

  By Janet Levaux, AdvisorOne  |  October 5, 2011

  Barclays Wealth said Wednesday that it had hired three advisors for its Latin American ultra-high-net-worth operations, while Baird announced on the same day that it had picked up two advisors in San Francisco. On Monday, Raymond James employee-channel added a top producer in Houston.