wealth team
Singer Maxey Wealth Management
$450MBook of businessas reported in coverage
5Advisors
Bend, ORMarket
1Moves on our record
The lineage
until Oct 13, 2026PRIORMerrill Lynch
Oct 13, 2026CURRENTRaymond James Financial Services
Oct 12, 2026team liftoutMerrill Lynch → Raymond James Financial Services
No published coverage yet.