Raymond James has added a four-advisor team that previously managed approximately $1.1 billion in client assets at Baird. Financial advisors Kurt Carlson, Kenneth Breaden, Cassidy Carlson and Brian Koble have joined Raymond James & Associates, the company’s employee advisor channel. The group will operate as The Carlson Group of Raymond James in Cranberry Township, Pennsylvania.
The practice provides financial planning and wealth management services to business owners, families, retirees, pre-retirees, endowments and foundations.
Client service associates Teresa Davis and Jacquelin Croissant are also joining the team.
Kurt Carlson brings more than 35 years of financial services experience and holds CFP, CFA and Accredited Investment Fiduciary designations.
Breaden began his financial services career in 2012 and is a CFP professional. Cassidy Carlson joined the team in 2017 and holds CFP, Certified Investment Management Analyst and Certified Private Wealth Advisor designations.
Koble brings 23 years of industry experience and is a CFA charterholder.
Raymond James reported approximately $1.92 trillion in total client assets as of June 30, 2026.
KEY QUOTE:
“Our decision to join Raymond James was proactive and rooted in the firm’s genuine commitment to helping clients succeed. We were also drawn to the firm’s willingness to reinvest in its business, particularly in technology and innovation, to enhance the client experience and support long-term growth as the industry enters a transformative era of artificial intelligence.”
Kurt Carlson, Managing Director at The Carlson Group of Raymond James
