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Deals & People May 2, 2011
New Adviser Team Formed at Raymond James
The Greenbrier Wealth Management Group has come together under Raymond James & Associates in its Westlake Village, California, office.
Reported by Nicole Bliman
Greenbrier Wealth Management will provide a full range of financial planning services for individuals, families, and businesses. It was formed by Warren “Bud” Wilson WMS, John Kwiatkowski and Valerie D’Addona.
Wilson, Kwiatkowski and D’Addona, along with their registered sales associate, Paige Pitzer, came to Raymond James from Morgan Stanley Smith Barney, where they managed $415 million in assets and had $2.3 million in production.
Wilson worked at Merrill Lynch prior to joining Smith Barney in 1998. He is a Wealth Management Specialist, and an MBA graduate of Pepperdine University.
Kwiatkowski who, in addition to being a CPA, is a Chartered Retirement Plan Specialist, served as Controller for Easton Sports before joining Smith Barney in 1991. He is a graduate of the University of Delaware and has an MBA from the University of Michigan.
D’Addona is a 30-year veteran of the financial services industry and worked at Paine Webber prior to joining Smith Barney in 1981.
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