RayJay Hires S. Florida Advisors with $363M in Assets

Raymond James has added Pam Mitchell and Vijay Baxter, formerly at UBS and Morgan Stanley, respectively, with combined assets of $363 million to the firm’s employee advisor channel – Raymond James & Associates.

Mitchell managed approximately $230 million in client assets at UBS. She leads Mitchell Financial Planning of Raymond James in Naples, FL and is joined by practice business manager Charissa Konz.

The group provides wealth and strategic planning services for business owners, executives and individuals planning for or living in retirement.

“The independence to run my business in a way that I believe benefits my clients was also a huge draw. I couldn’t be happier with the culture across the organization,” said Mitchell, SVP, investments.

Baxter managed over $133 million in client assets at Morgan Stanley, specializing in serving high-net-worth families, executives and business owners, including those in Central and Latin America.

Based in Aventura, FL, he joins as head of Vijay Baxter | Raymond James, which offers clients investment and portfolio management, business planning and among others.

“I’m thrilled to join a firm that is deeply committed to high quality service, not only for the end client, but for its advisors,” said Baxter, SVP, wealth management.

Baxter previously held positions at Wachovia, BankUnited and Bank of America before joining Morgan Stanley as a financial advisor in 2014.