Updated

Updated · InvestmentNews · Jul 17

&Partners Adds $524 Million Raymond James Team as Pacific Northwest Push Accelerates

Updated

Updated · InvestmentNews · Jul 17

&Partners Adds $524 Million Raymond James Team as Pacific Northwest Push Accelerates

1 articles · Updated · InvestmentNews · Jul 17

$524 million in pre-hire assets came with Fisette & Kim Financial Services as &Partners brought the Issaquah, Washington, team over from Raymond James Financial Services.
Founder Ethan Kim, co-founder Scott Milam, partner Brady Jowell, advisor Matt Zager and client relationship manager Autumn Garcia give &Partners a larger foothold in the Pacific Northwest.
The hire follows last week's addition of a seven-person Wells Fargo team in Upstate New York that brought $864 million in assets.
As of June 30, &Partners had 117 advisor practices and about $58 billion in total assets, underscoring its broader recruiting expansion.

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