Who's Moving Where In Wealth Management? - Wells Fargo, Raymond James

Editorial Staff

6 September 2019

has brought over advisors Greg Vandergrift and Zach Vandergrift to the firm’s advisor broker/dealer in Orlando and Tampa, Florida.

Joining the two advisors at Raymond James are practice business coordinator Kristin Lane and registered client service associate Joshua Godsil. Together, the team operates as Vandergrift Financial Group of Raymond James.

Previously, Greg Vandergrift was managing director and financial advisor at Ameriprise Financial. He also founded and was president of Delaney Financial Group, a SEC-registered investment advisory firm affiliated with LPL Financial.

Before joining Raymond James, Zach Vandergrift was a financial advisor at Ameriprise Financial. He holds Series 7, 63 and 65 securities licenses, and life, health and variable annuity licenses.