Team move
Dirigo Wealth Management
LPL → Raymond James Financial Services
What changed
Joined Raymond James' independent advisor channel with Lindsey Cameron; team managed over $170M at LPL; joined by client service associate Jillian Guizelinni Fortuna.
- Reported / discovered
- Oct 7, 2026
- Effective
- Not reported
- New role
- Executive Director
- Previous role
- Not reported
- Market
- Oakland, ME
- Reported book
- $170M
- Reported team size
- 3 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 7, 2026 · Reporting
Private Wealth Daily ↗Oct 7, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 8, 2026Source evidence reconciled
Oct 7, 2026Source evidence reconciled