Raymond James adds $450 million in assets to Wells Fargo team

The company announced on Wednesday that Raymond James & Associates was joined by a father and son consultant who controlled more than $450 million in Wells Fargo assets.

David and Paul Gwidt will operate as Raymond James’ Gwidt Wealth Management Group in Racine, Wisconsin. An employee, Jeff Grabiel, joins them in moving in with Raymond James of Wells Fargo.

“Raymond James’ reputation and customer-focused culture were compelling factors that drew us to this firm,” said David Gwidt.

David Gwidt has been associated with Wells Fargo since 2000. He has 34 years of experience and began his career with Lehman Brothers in 1988 before joining Salomon Smith Barney in 1993.

Paul Gwidt worked as a CPA at a public accounting firm before joining Wells Fargo in 2020.

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