Raymond James Adds Ex-Stifel Husband-Wife Team In Florida With $262M AUM

Published on July 28, 2026

Green Fairways, run by Jim and Kelley Tate, is the latest group to depart Stifel for Raymond James.

Continue reading on website
Other news

Tax-Aware Portfolio Construction: A Practitioner’s Perspective

July 28, 2026
Taxable investors don’t just own a portfolio; they own a tax-sensitive balance sheet.

Lawsuit Accuses Meridian Wealth Management's Founder Of Blocking Partner's Exit

July 28, 2026
Natalie Fernandez says her partner is trying to drive a wedge between her and her clients.