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Team move

Dirigo Wealth Management

LPL → Raymond James Financial Services

Reported

What changed

Joined Raymond James' independent advisor channel with Lindsey Cameron; team managed over $170M at LPL; joined by client service associate Jillian Guizelinni Fortuna.

Reported / discovered
Oct 7, 2026
Effective
Not reported
New role
Executive Director
Previous role
Not reported
Market
Oakland, ME
Reported book
$170M
Reported team size
3 people
Named people
2

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

InvestmentNews ↗Oct 7, 2026 · Reporting
Private Wealth Daily ↗Oct 7, 2026 · Reporting

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

Record history

3 observations consolidated into one event.

Oct 8, 2026Source evidence reconciled
Oct 7, 2026Source evidence reconciled
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