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RAYMOND JAMES WELCOMES PENNSYLVANIA ADVISOR TEAM
MANAGING $580 MILLION IN ASSETS
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Brian Heberle, Dustin Helm, John Ferguson and Craig Cacini, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Monroeville, Pennsylvania, according to Bill Theis, Mid-American regional director for RJA.
Operating as Heberle Helm Ferguson Group of Raymond James, the advisors are joined by client service associates Leslie J. Hewitt, FPQP® and Jeffrey Weaverling. The team previously managed $580 million in client assets with Wells Fargo, serving business owners, corporate executives, and families, among other clientele. The team’s transition marks the opening of RJA’s first office location in Monroeville, within its Pittsburgh Complex, led by Randel “Randy” G. Morris, CFP®.
“We were attracted to Raymond James by the technology and financial planning tools that will enable us to expand upon and enhance the value we provide to our clients,” said Heberle, managing director, investments.
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