Concurrent Adds RayJay, Wells Fargo Advisors

Concurrent Investment Advisors, LLC., a multi-custodial, hybrid registered investment advisor, continues to meet its growth projections, adding three advisors to its platform from Wells Fargo and Raymond James.

Ramin Abrams, Sean O’Neill, and Glenn Holmes collectively manage $365 million in assets under management, adding to Tampa-based Concurrent’s $7.5 billion AUM, with offices in New York, Florida, and Colorado.

That has allowed Concurrent to surpass its goal of $17 billion in assets under advisement to start the year, it said.

Holmes and Abrams are launching new offices, with Holmes’ T7 Legacy focusing on strategic financial planning for corporate executives and business owners in the Southeast and Abrams opening an office in New York to offer wealth and investment management, financial planning, and multi-family generational planning.

O’Neill has joined Legacy Wealth Partners, a Denver-based firm already established in the Concurrent network. He will serve pre-retirees, retirees, and their families.

Adding Glenn, Rahim, and Sean to our team is a testament to our commitment to elevate the client experience and proactively meet the needs of a new generation of advisors and clients,” said Concurrent CEO and co-founder Nate Lenz.

Through a partnership with Merchant Investment Management, Concurrent offers its advisors strategic resources, full operational support and opportunities to align through shared equity and mutual success, Concurrent said.