Last updated: 17:28 / Thursday, 31 October 2013
Palm Beach & Ft. Lauderdale

Wealth Management Appointments in South Florida by Citi and Raymond James

Imagen
Wealth Management Appointments in South Florida by Citi and Raymond James

Citi Private Banking appointed Phillip Edwards as Director and Ultra High Net Worth Private Banker and Adam Gillam as VP and Ultra High Net Worth Private Banker to its team in Palm Beach, Florida.

According to the information, published by Reuters, prior to joining Citi, Edwards worked for JP Morgan Private Bank and Genspring Family Offices in Palm Beach Gardens. Gillam joins Citi from Wells Fargo in Palm Beach, where he was most recently a Vice President and Senior Private Banker.

Also in Florida, Raymond James recently recruited a team of advisors operating as Provenance Wealth Advisors (PWA). Headquartered in Fort Lauderdale, the firm is led by owners Eric Zeitlin, Todd Moll, Lee Hediger and Scott Montgomery.

According to Financial Advisor, the advisors at PWA joined Raymond James from Walnut Street Securities Inc., where they managed more than $1 billion in client assets and had annual fees and commissions of more than $5.4 million.

Co-owners Moll, Zeitlin and Hediger founded PWA in 2000 and affiliated with Berkowitz Pollack Brant, a large regional CPA and consulting firm in South Florida. Montgomery joined as a director/owner a few years later.

menu
menu