The latest moves in wealth management across North America.

Raymond James has recruited William Hornung, CFP®, an advisor, to join its employee broker/dealer business. Hornung is based in Westlake, Ohio.

He previously worked at Wells Fargo Advisors, where he managed about $140 million in client assets. Hornung has been in the financial services industry for over three decades, with the bulk of his career spent as an advisor at AG Edwards and, subsequently, Wells Fargo Advisors.

Joining him at the firm is Kathleen Miller, senior registered client service associate. Together, they operate as Ethos Wealth Management of Raymond James, primarily serving families, individuals and healthcare professionals.

Miller has more than 30 years of financial services industry experience, starting with AG Edwards in 1988 and remaining with the firm after its acquisition by Wachovia and Wells Fargo Advisors.

Argent
Argent Trust Company, a wealth management firm based in the southern parts of the US, has appointed Sidney O Roebuck as senior vice president/trust officer in its Birmingham office. The move adds to a number of senior hires by Argent in recent months.

Roebuck reports to Ken Alderman, president of Argent Trust. Roebuck will be responsible for managing personal and charitable relationships.

Prior to this, Roebuck worked at Regions Bank, providing trust services for more than 40 years. For most of his career at Regions, he worked in the bank’s private wealth management division, where he was the manager of the Birmingham Trust Department. 

Roebuck received his bachelor’s degree in finance from the University of Alabama and his Juris Doctorate degree from Birmingham School of Law. He is also a member of the Alabama State Bar, Birmingham Bar Association and Birmingham Estate Planning Council.

Argent Trust Company is a division of Argent Financial Group. AGF oversees $19 billion in client assets. To view a recent story about a rebrand at Argent Trust Co, see here.