Winstone Wealth Partners CEO Jeff Green You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Concurrent Investment Advisors, a Tampa, Fla.-based registered investment adviser platform that broke off from Raymond James in 2022, has added another Raymond James team with the acquisition of Winstone Wealth Partners in Houston. Winstone, which was founded by CEO Jeff Green, has more than $425 million in assets under management. That brings Concurre ...