People Moves

Raymond James Recruits $2 Million Team In New York

Stephen Little Reporter 21 February 2014

Raymond James Recruits $2 Million Team In New York

Raymond James has recruited financial advisors Peter Walsh and Lisa Walsh, who have opened the first full-service branch of Raymond James & Associates in Buffalo, NY.

Raymond James has recruited financial advisors Peter and Lisa Walsh, who have opened the first full-service branch of Raymond James & Associates in Buffalo, NY.

They join Raymond James from Morgan Stanley, where they managed $255 million in client assets and had annual fees and commissions of $2 million.

The team, known as The Walsh Group of Raymond James, will serve corporate executives, business owners, affluent families and women investors in the Buffalo area and throughout the Eastern US.

Also joining the team from Morgan Stanley is senior registered financial planning assistant, Jennifer York, and client service associate, Kasandra Crosby.

Peter Walsh began his financial services career in 1984 as a specialist clerk on the floor of the New York Stock Exchange. He went on to work at Morgan Stanley Wealth Management for 26 years, where he was a senior vice president.

Lisa Walsh served as a vice president of Morgan Stanley Wealth Management, where she worked for 19 years. Earlier in her career, she was an account executive with ADP and a claims representative with CIGNA Insurance.

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