---
title: Raymond James Adds Merrill Trio In Florida
description: "FA/RIA Moves and Acquisitions: Raymond James Adds Merrill Trio In Florida"
image: https://dakotafunds.com/hubfs/Imported_Blog_Media/mick-haupt-hZDJIOOdLb0-unsplash.jpg
---

[![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com)

- [ About ](https://dakotafunds.com/about-us)
- [ Team ](https://dakotafunds.com/team-update)
- [ Partners ](https://dakotafunds.com/clients)
- [ Contact ](https://dakotafunds.com/contact-us-update)

[![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com)

**

- [ About ](https://dakotafunds.com/about-us)
- [ Team ](https://dakotafunds.com/team-update)
- [ Partners ](https://dakotafunds.com/clients)
- [ Contact ](https://dakotafunds.com/contact-us-update)

# Raymond James Adds Merrill Trio In Florida

**Written by: ** John Washington, Data Research Analyst 

![](https://dakotafunds.com/hubfs/Imported_Blog_Media/mick-haupt-hZDJIOOdLb0-unsplash.jpg)

Raymond James has recruited an advisor team from Merrill Lynch. The team, the Anderson McKelvey Group, includes advisors Jesse Anderson, Christopher McKelvey, and Anthony Gilotti, and is based in Winter Park, FL. 

At Merrill Lynch, the team managed $450 million in assets, specializing in services for families, retirees, business owners, and executives in the aerospace and defense sectors. 

Jesse Anderson and Christopher McKelvey both initiated their careers in the financial sector at Morgan Stanley, with Anderson starting in 2001 and McKelvey in 2010, before moving to Merrill in 2011. Anderson holds CFA, CFP and CIMA designations, while McKelvey holds a CFP designation. 

Anthony Gilotti joined the team in 2022, following his graduation with a bachelor’s degree in business administration. He holds a CRPC designation.

 Tags:

### Recent Posts

[EP Wealth Acquires Wacker Wealth Partners](https://dakotafunds.com/dakota-funds/fundraising-news/ep-wealth-acquires-wacker-wealth-partners)   
April 04, 2024

[JTP Capital Seeking Fundraising and CRM Database Management Assistant](https://dakotafunds.com/dakota-funds/fundraising-news/jtp-capital-seeking-fundraising-and-crm-database-management-assistant)   
April 04, 2024

[$700M Merrill FAs Depart to Sanctuary](https://dakotafunds.com/dakota-funds/fundraising-news/700m-merrill-fas-depart-to-sanctuary)   
April 03, 2024

[Greenbacker Capital Seeking Internal Sales Representative](https://dakotafunds.com/dakota-funds/fundraising-news/greenbacker-capital-seeking-internal-sales-representative)   
April 03, 2024

[NY Common Commits $550M to Venture Capital, Real Estate](https://dakotafunds.com/dakota-funds/fundraising-news/ny-common-commits-550m-to-venture-capital-real-estate)   
April 03, 2024

## Related Blogs

<https://dakotafunds.com/dakota-funds/fundraising-news/taunton-contributory-retirement-approves-timber-investment>

March 15, 2023

#### Taunton Contributory Retirement Approves Timber Investment

 The Taunton Contributory Retirement System approved a $2.5 million investment in Domain Timber...

[ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/taunton-contributory-retirement-approves-timber-investment)

<https://dakotafunds.com/dakota-funds/fundraising-news/rayjay-adds-former-265m-janney-advisor>

March 26, 2024

#### RayJay Adds Former $265M Janney Advisor

 Raymond James has added Martin Lutschaunig, a former financial advisor at Janney Montgomery Scott....

[ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/rayjay-adds-former-265m-janney-advisor)

<https://dakotafunds.com/dakota-funds/fundraising-news/pa-psers-commits-265m-to-real-estate>

December 21, 2022

#### PA PSERS Commits $265M to Real Estate

 The Pennsylvania Public School Employees’ Retirement System has approved two real estate...

[ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/pa-psers-commits-265m-to-real-estate)

![footerLogo](https://dakotafunds.com/hubfs/footerLogo.svg)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "John Washington, Data Research Analyst",
    "url" : "https://dakotafunds.com/dakota-funds/author/john-washington-data-research-analyst"
  },
  "dateModified" : "2024-04-04T20:32:01.266Z",
  "datePublished" : "2024-02-28T05:00:00.000Z",
  "headline" : "Raymond James Adds Merrill Trio In Florida",
  "image" : [ "https://dakotafunds.com/hubfs/Imported_Blog_Media/mick-haupt-hZDJIOOdLb0-unsplash.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://dakotafunds.com/dakota-funds/fundraising-news/raymond-james-has-recruited-an-advisor-team-from-merrill-lynch.-the-team-the-anderson-mckelvey-group-includes-advisors-jesse-anderson-christophe-",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject"
    },
    "name" : "Dakota Funds Group"
  }
}
```