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VOL. 127 | NO. 34 | Monday, February 20, 2012

More than 550 Morgan Keegan Employees Visit Raymond James HQ

By Andy Meek

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Morgan Keegan & Co. Inc. executives and financial advisers have wrapped up their trips down to Florida to the headquarters of Morgan Keegan’s soon-to-be new parent company, Raymond James Financial Inc.

In four separate visits to Raymond James’ St. Petersburg headquarters, more than 550 Morgan Keegan employees toured the Raymond James campus during visits on Jan. 17, Jan. 31, Feb. 10 and Feb. 14.

Those 550 Morgan Keegan employees included 57 branch managers, a dozen regional and complex managers, 55 top producers and 420 financial advisers, along with administrative staff and private client group leadership.

Accompanying the visitors from Morgan Keegan were Dick Ferguson and Bill Geary, president and executive managing director of Morgan Keegan’s private client group, respectively. The Morgan Keegan visitors all met with more than a dozen representatives of Raymond James’ leadership team, including Raymond James CEO Paul Reilly and chairman Tom James.

Raymond James is in the process of acquiring Morgan Keegan for $930 million, a deal that was announced in January. In a regulatory filing, Raymond James said it expects the transaction to close around April 2.

From Raymond James’ perspective, the recent round of meetings had more than a half a dozen goals.

They were intended to welcome Morgan Keegan associates to the firm and demonstrate the firms’ similarities in culture, values and client focus.

They also were supposed to illustrate how important people will be to the success of the merger, to let Morgan Keegan associates see first-hand the support and depth of resources available to advisers at Raymond James, to demonstrate how the firms combined strengths can provide clients with more products and better services and to emphasize Raymond James’ dedication to advisers and their clients.

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