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Who's Moving Where In Wealth Management? – Baird, Kraken, Raymond James

Editorial Staff

23 March 2022

Baird
has brought in financial advisors John Patat and Joel Gravina to Raymond James & Associates. They are based in Naples, Florida.

Operating as Focus Wealth Management of Raymond James, the team includes client service associates Stephen McLaughlin and Morgan Gatlos. They previously managed approximately $175 million in client assets at Morgan Stanley, serving an assortment of clients, including individuals, families, business leaders and more.

Patat began his 25-year career in financial services as an assistant trader for Prudential Securities in New York City. He later transitioned to an advisory role at Wells Fargo Advisors in 2003 before relocating to Morgan Stanley in 2012. Gravina, who has over a decade of experience in financial services, began his career as a financial advisor with Wells Fargo, remaining there for five years until joining Morgan Stanley in 2015.