Raymond James has recruited a second $1 billion-plus firm in as many weeks with the addition of The Carlson Group of Raymond James, a Cranberry Township, Pa.-based team with about $1.1 billion in client assets. The team joins the firm\u2019s employee advisor channel from Baird.<\/p>\n
The team includes advisors Kurt Carlson, Kenneth Breaden, Cassidy Carlson and Brian Koble. They are joined by client service associates Teresa Davis and Jacquelin Croissant.<\/p>\n
Managing Director Kurt Carlson began his career in financial services at Hefren-Tillotson, a privately held wealth management firm established in 1948. The firm was acquired by Baird in 2022. His daughter, Cassidy, joined the team in 2017. Breaden has been in financial services for 14 years, while Koble has 23 years of experience.<\/p>\n
\u201cOur decision to join Raymond James was proactive and rooted in the firm\u2019s genuine commitment to helping clients succeed,\u201d Kurt Carlson said in a statement. \u201cWe were also drawn to the firm\u2019s willingness to reinvest in its business, particularly in technology and innovation, to enhance the client experience and support long-term growth as the industry enters a transformative era of artificial intelligence.\u201d<\/p>\n