Raymond James has recruited Scott Haley, Judy Mansfield, Jason Koptish and Scott Glaze from Wells Fargo Advisors in Gloucester, VA.
has recruited Scott Haley, Judy Mansfield,
Jason Koptish and Scott Glaze from Wells Fargo Advisors in Gloucester, VA.
The team operates as Mainsail Wealth Advisors, an
independent firm, with securities offered through Raymond James Financial Services.
The team previously managed $210 million in client assets
and had annual fees and commissions of $1.6 million. The four advisors founded
Haley, Mansfield, Koptish, Glaze Wealth Management Group while at Wells Fargo,
prior to forming Mainsail Wealth Advisors and affiliating with Raymond James
Haley began his career as a financial advisor more than 13
ago and primarily works with clients preparing
Koptish and Glaze are Raymond James financial advisors and managing partners at
Mainsail Wealth Advisors.
Koptish works with affluent families and business owners,
providing financial planning and wealth management services. Meanwhile, Glaze specializes in wealth management and
provides financial advice and investment planning to affluent clients and
Joining Haley, Mansfield,
Koptish and Glaze at Raymond James are client associates Ellen Satchell, Sarah
Haley and Linde Reed.