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Raymond James Adds Former LPL Financial Team In North Carolina

Eliane Chavagnon Editor - Family Wealth Report 3 January 2014

Raymond James Adds Former LPL Financial Team In North Carolina

Raymond James has recruited financial advisors Terry Wiles and Ryan Smith – who operate as Stonegate Financial - in Cary, NC.

Raymond James has recruited financial advisors Terry Wiles
and Ryan Smith – who operate as Stonegate Financial - in Cary, NC.

Stonegate Financial, an independent firm, joins from LPL
Financial, where they managed more than $146 million in client assets and had
annual fees and commissions of $1.1 million.

The team provides financial planning, investment management,
retirement strategies and income planning.

Wiles began his career in the investment industry in 1999.
He was affiliated with Federated Securities, Edward Jones and LPL Financial
prior to joining Raymond James.

Smith is also latterly of LPL Financial, having previously
worked at Securian Financial Services. He began his career in 2005 at an
independent financial planning firm.

Meanwhile, joining Wiles and Smith are Becky Wiles, office
manager, and Heather Monzote, administrative assistant.

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