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Advisor moves: Raymond James lands $460M father-son team from Wells Fargo

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Raymond James has recruited a father-son team, Ted and Jordan Krawec, who managed over $460 million in client assets from Wells Fargo, forming Krawec Wealth Management in Westlake, Ohio. Concurrently, LPL Financial welcomed Matt Griggs and his $160 million practice from Edward Jones, and William Blair Private Wealth Management established a Dallas office with a four-person team from UBS, led by Ryan Berube and Allen Abney, advising on $2.1 billion in team assets. These moves reflect a dynamic environment for financial advisors seeking new platforms and greater independence.

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