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

Editorial Staff

24 August 2022

Allfunds
Fund platform has welcomed financial advisors Nicholas Troiano and Mathew Mattice to its employee advisor channel.

The advisors previously oversaw about $1.5 billion in client assets at TIAA; they are joined by senior registered client service associate Christine Blakely. 

Together as Next Level Planning & Investments of Raymond James, with offices in Denver and Boulder, Colorado, the group provides financial and investment planning services.

Troiano has been helping clients pursue financial independence and wellbeing since 1999. Early in his career, he joined forces with a nationally-ranked Barron’s advisor at several notable firms in New York, including Bear Stearns and JP Morgan. 

Mattice, who has been in the financial services industry for more than 16 years, established his career with Lenox Advisors in New York. He spent a decade there before joining TIAA in 2019.