The latest moves in the North American wealth management market.

Raymond James
Alex. Brown, a division of Raymond James, has appointed client advisor Elana Milianta, in its Greenwich, Connecticut office.

Milianta joins Alex. Brown from Wells Fargo Advisors, where she previously managed more than $190 million in client assets. Also joining her at Raymond James is Daniel Rupp, practice business coordinator. Milianta has been in the financial services industry for 20 years and serves a diverse clientele, including retirees, business owners and female clients going through life transitions, such as divorce or widowhood.

Dynasty
Dynasty Financial Partners, which recently announced that it is shifting its headquarters from New York City to St Petersburg in Florida , has appointed its director of operations to be based in the new office.

The firm has named industry veteran Angela Gingras, and she reports to director of investments, Joe Dursi. Prior to this, she worked at Raymond James.

The new headquarters will be opened in the second quarter of this year. Dynasty will retain a presence in New York in its midtown office as well as its client service locations in Chicago and San Francisco.  

Separately, Marcus Wilson, who has been with Dynasty since the firm’s inception, and who previously led the operations team, will be taking on a new role as senior vice president of investment platforms, also reporting to Dursi.