Krawec Wealth Management

What changed

Spent 21 years at Wells Fargo as a managing director and senior institutional consultant before joining Raymond James' employee advisor channel with his son.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Managing director, Krawec Wealth Management of Raymond James

Previous role

Not reported

Market

Westlake, OH

Reported book

$460M

Reported team size

4 people

Named people

4

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

9 observations consolidated into one event.