Who's Moving Where In Wealth Management? - RBC Wealth Management, Raymond James, Others

Editorial Staff

1 June 2018

RBC Wealth Management
, the US-listed wealth management group, has recruited financial advisors Mark Griffin and Mark Liley to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in Denver, Colorado.

Griffin and Liley join Robert Campbell and Jarrod Biebel, who operate as First Avenue Wealth Partners of Raymond James. The two advisors moved to RJA from Wells Fargo Advisors, where they previously managed approximately $505 million in client assets. They provide wealth management services to business owners, high-net-worth individuals, endowments and foundations.

Griffin has more than four decades of industry experience and extensive expertise in institutional bonds. He has worked previously at various firms, including A.G. Edward & Sons, Dain Bosworth, Kirchner, Moore and Company, where he served as partner and senior vice president, and Boettcher & Company, where he served as general partner and sales manager. Most recently, Griffin worked as a financial advisor at Wells Fargo from 2001 to 2018. Prior to his financial services career, he served as a captain in the United States Army. He received his bachelor’s degree in economics from Virginia Military Institute.

Liley began his financial services career in 2002 at The Leaders Group. He later joined Wells Fargo, where he worked as a financial advisor for nearly 15 years, specializing in custom discretionary portfolio management. Liley graduated from Colorado State University with a bachelor’s degree in economics.

Charles Schwab
Andrew Salesky has been named head of advisor technology solutions at , taking over from Ed Obuchowski, who left in April to become chief technology officer at Advisor Group (wealthmanagement.com).

Salesky served as the company’s first global data officer in 2014. Since joining the firm in 1995, he helped create the company’s first fee-based advice offering and developed the Schwab Advisor Network, the first revenue-sharing referral model for affiliated fee-based advisors, reports said.

This publication is seeking to confirm details.