Raymond James has hired financial advisor Michael Thomason to Raymond James & Associates, the firm’s employee advisor channel, and placed him in Frisco, Texas, where he will operate as Thomason Wealth Management of Raymond James.
Thomason joins from Merrill Lynch, where he managed more than $100 million in client assets. He is joined at the new practice by senior registered client service associate Donna Chepenik. The team serves a mix of business owners, corporate executives, retirees, families and individual clients.
“Its client-oriented culture, along with the leadership team’s strong reputation for delivering on its promises, ultimately led me to choose Raymond James,” Thomason said. “The firm’s commitment to supporting advisors and their clients makes this the right environment for the next chapter of my practice.”
Thomason has 14 years of experience in financial services and spent the past seven years at Merrill Lynch. At Thomason Wealth Management, he holds the title of first vice president of wealth management.
Raymond James & Associates is a wholly owned subsidiary of Raymond James Financial and provides financial planning and wealth management services to individuals, high-net-worth families, corporations and municipalities. The firm said total client assets were approximately $1.77 trillion as of Nov. 30, 2025.
KEY QUOTES:
“Its client-oriented culture, along with the leadership team’s strong reputation for delivering on its promises, ultimately led me to choose Raymond James. The firm’s commitment to supporting advisors and their clients makes this the right environment for the next chapter of my practice.”
Michael Thomason, Financial Advisor, Thomason Wealth Management of Raymond James
