\n Meanwhile, LPL and Ameriprise each welcomed experienced advisors from Edward Jones in Tennessee and South Carolina.\n <\/p>\n
Raymond James<\/a> has drawn a\u00a0three-advisor team from Stifel <\/a>to its independent advisor channel, the firm announced on Thursday.<\/p>\n The trio \u2013 operating as ARC Wealth Management in Salt Lake City, Utah \u2013 includes Richard Romano Jr., Amanda Arcilesi Simmons and Brian Collard.<\/p>\n Romano, Simmons, and Collard were at Stifel for three years, before which they spent time together at Morgan Stanley<\/a> and Wells Fargo<\/a>, as indicated their BrokerCheck<\/a> records with<\/a> FINRA<\/a>.<\/p>\n With the support of\u00a0director of Branch Operations Kelsey Haycock and director of Client Services Meredith Duncan, the ARC Wealth team reportedly managed some $620 million in assets at their previous firm, according to the announcement.<\/p>\n ARC Wealth Management serves a broad client base that includes business owners, endowments, foundations, nonprofits, families and retirees, providing customized financial strategies and wealth management<\/a> guidance.<\/p>\n Romano, the team’s founder and managing partner, brings more than 30 years of industry experience and a focus on legacy-oriented wealth planning.<\/p>\n “Our goal is to deliver comprehensive, personalized guidance that merges white glove service with modern efficiency,” he said.<\/p>\n Simmons, who began her financial services career in 2008, builds holistic strategies and risk-appropriate investment plans, while Collard \u2013 in the industry since 2005 \u2013 focuses on individuals, retirees and businesses.<\/p>\n Ameriprise adds Spartanburg private wealth advisor from Edward Jones<\/a><\/p>\n Russell Austin, a private wealth advisor previously with Edward Jones in Spartanburg, S.C., has joined Ameriprise Financial<\/a>‘s independent channel with more than $120 million in client assets, according to the firm’s announcement.<\/p>\n