wealth team
The Compass Group of Raymond James
$245MBook of businessas reported in coverage
3Advisors
Paramus, NJMarket
1Moves on our record
The lineage
until Oct 17, 2026PRIORUBS Financial Services
Oct 17, 2026CURRENTRaymond James & Associates
Oct 16, 2026team liftoutUBS Financial Services → Raymond James & Associates
No published coverage yet.