March 25, 2021
Alex. Brown welcomes client advisors with nearly $700 million in assets across growing Atlantic regionST. PETERSBURG, Fla. – Following Alex. Brown’s solid growth in 2020, the division of Raymond James recently welcomed five client advisors collectively managing more than $695 million in client assets, to Alex. Brown offices in Florida, Georgia, North Carolina and Washington, D.C. – according to Brett Kellam, Atlantic regional director for Alex. Brown.
“As we continue to strategically grow Alex. Brown’s presence across the U.S., we’re pleased to welcome such experienced and high-caliber client advisors over the past few weeks,” said Haig Ariyan, president of Alex. Brown. “For advisors looking for a specific, sophisticated and boutique culture, Alex. Brown remains a top destination, and we look forward to continuing to grow the division throughout the U.S. in 2021.”
Advisors joining Alex. Brown over the last couple of months include:
• Miami, Florida-based Christopher Murrle-Philippsen from Wells Fargo, and Jose de la Lama, CFP®, from Merrill Lynch
• Atlanta, Georgia-based Lee Haverstock, CRPS®, from Morgan Stanley
• Winston-Salem, North Carolina-based William Taylor, CFP®, from Merrill Lynch
• Washington, D.C.-based Mark Murphy from Janney Montgomery Scott
Murrle-Philippsen began his career in financial services nearly 20 years ago at Merrill Lynch. He later worked at Citigroup and most recently, Wells Fargo Advisors, before joining Alex. Brown. He earned his Bachelor of Science degree from The University of Tampa and a Masters in Science of Finance degree from Florida International University. Joining him at Alex. Brown is Ursula Chavez, senior registered client service associate.
De la Lama brings 20 years of experience, with the majority of his career spent at Merrill Lynch, where he served as senior vice president-international wealth advisor. He received his Master of Science in finance from Georgetown University and Bachelor of Arts in economics from Penn State University.
Haverstock, Vice President of Wealth Management, has more than 26 years of experience primarily at Morgan Stanley. He joins Alex. Brown from Morgan Stanley, where he served as a financial advisor since 1995.
“I was really attracted to Alex. Brown because of its long history and tremendous proficiency and support for me in my work with high-net-worth families, business owners and executives,” said Haverstock. “For my clients, it will be the perfect combination of a high-touch firm that also offers a comprehensive platform and deep resources.”
Prior to joining Alex. Brown, Director and Client Advisor Taylor spent the last 10 years at Merrill Lynch. He also earned his CERTIFIED FINANCIAL PLANNERTM certification and spent two years mentoring and training new advisors. Taylor earned a Bachelor of Arts from the College of Charleston. Joining him at Alex. Brown is Keaton Riddle, registered client service associate.
“Our clients were the motivating factor behind our decision to join Alex. Brown,” said Taylor. “The boutique feel of a 220-year-old investment firm combined with the client-centric culture and robust Raymond James capabilities are a perfect fit for our clientele.”
Murphy serves as Vice President, Investments, at Alex. Brown’s Washington, D.C., office. After working at The Washington Post as a researcher and staffer for the financial section, Mark entered the financial services arena with American Security Bank in their trading and trust department. He has worked with firms such as Smith Barney & Co., Wheat First Butcher Singer, Morgan Stanley and Janney Montgomery Scott, prior to joining Alex. Brown. Murphy holds a Master of Business Administration in international finance from The George Washington University and a Bachelor of Arts in economics from Fairfield University.
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James, was originally founded in 1800, becoming the nation’s first investment bank. Alex. Brown advisors offer financial planning and wealth management services for high-net-worth individuals and institutions. The division’s broker/dealer of record is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.06 trillion. Additional information is available at alexbrown.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.