ST. PETERSBURG, Fla. – Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial – recruited financial advisors Craig Cooley, MBA; Lee Miller, CFP®; Michael Wegener, CPA®; and Tim Godin to Raymond James offices in Bay City and Farmington Hills, Michigan, according to RJA’s Northern Division Director John Kuklenski.
Cooley, Miller and Wegener opened Raymond James’ newest office in Bay City, operating as Water Street Wealth Management of Raymond James. The team joins the firm from Wells Fargo Advisors, where they previously managed more than $500 million in client assets. They are joined by fellow team members Brian Abraham, Amy Goulet, Lynn Gehoski, Charisse Roenicke and Michele Valentine. Cooley, Miller and Wegener have been in the financial services industry for a combined 57 years and serve a diverse clientele of families, business owners and professionals.
“I wanted to be with a firm where I had the freedom to do what is in my clients’ best interest at all times, without influence or firm pressures,” said Cooley, senior vice president, wealth management.
“As we looked at alternatives,” added Miller, senior vice president, wealth management, “we searched for a firm that was large enough to provide the resources, products and infrastructure that is necessary to serve our clients, along with a reputation for putting clients’ interests first. Raymond James has that culture we were searching for.”
Miller, a Certified Financial Planner™ professional, graduated from Saginaw Valley State University with a degree in mechanical engineering. He later transitioned to the financial services industry, and worked at Wells Fargo Advisors and its predecessor firm, A.G. Edwards, for nearly 20 years. Cooley joined A.G. Edwards in 2001 after practicing law for 11 years. He is a graduate of Bethany College in Lindsborg, Kansas. Wegener began his financial services career in 1997 with SII Investments. After working at Horner, Townsend & Kent and Capital Analysts, he joined Wells Fargo in 2010. Wegener is a graduate of Michigan State University.
Godin joined Raymond James from Wells Fargo Advisors, where he previously managed approximately $260 million in client assets. Also joining him in Farmington Hills are sales associate Morag Rourke and assistant Dylan McEvilly, who is training to become a financial advisor. They operate as Godin Wealth Management of Raymond James.
“I was attracted to Raymond James for many reasons,” said Godin. “Most importantly, I wanted to be at a firm whose values are similarly aligned with my own. Because Raymond James offers dedicated support and high-quality resources, I can focus on building relationships with clients and providing them with the best service possible.”
Godin began his career in 1990 at A.G. Edwards, where he worked as a financial advisor for 18 years. He stayed on with Wells Fargo Advisors for 10 years following its purchase of A.G. Edwards.
“It’s a pleasure to welcome Craig, Lee, Michael and Tim to the firm,” said Kuklenski. “They have a demonstrated record of putting clients first, and we look forward to supporting them as they continue to grow their practices.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ AND CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax advice.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $736 billion. Additional information is available at www.raymondjames.com.