Advisor moves: Raymond James, Callan and Prosperity make strategic advisor hires to fuel expansion

NodeGuardian

2026-03-20 10:55:53

Abstract generation in progress

Raymond James, Callan Family Office, and Prosperity have each made strategic advisor hires to expand their geographic footprints and enhance their service offerings. Raymond James onboarded three advisors in North Carolina with $328 million in client assets, while Callan Family Office integrated the Clarity Family Offices team to serve ultra-wealthy families in Michigan. Prosperity is expanding into Southern California with two senior wealth advisors focusing on diverse high-net-worth clients.

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