Raymond James team with $600 million joins firm led by former Wells Fargo execs
A five-member wealth management team has agreed to join &Partners, a fast-growing firm established by former Wells Fargo executives just two years ago. The team, based in Oil City, Pennsylvania, previously managed $600 million in client assets at Raymond James, according to &Partners.
“With this transition, we now have more direct access to senior leadership, advanced tools, and a strong platform,” said advisors David Gunter and Steve Uzonyi, who lead the team. The practice, formerly known as Gunter Financial Group, is rebranding as Forge Point Advisors as part of the move.
Related content
&Partners crosses 100-practice milestone with Mannen Financial Group
InvestmentNews chronicles &Partners’ goal of recruiting 100 advisor practices after welcoming Mannen Financial Group. The milestone underscores the firm’s rapid rise and appeal of its advisor-ownership model.
Women FAs see a ‘huge opportunity’ for others
What if the very traits that women are often told hold them back in business are actually their biggest advantage in finance? A growing number of women advisors say the field offers freedom, flexibility, and a chance to rewrite the rules.