bank
Raymond James Financial
In PWD coverage since August 26, 2026 · 3 stories
-3Talent net · 12 months7 in · 10 out
Talent flow · 12 monthsOn the wire →
Net -3 · 7 arrivals · 10 departures
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
David Lobriecki
Sep 24 · from D.M. Kelly & Company
David Lazorik
Aug 29 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Greg Bruce
Aug 14 · from Charles Schwab
Departures
Jon Burnett
Sep 24 · to LPL Financial
Cyan Batchelor
Sep 24 · to LPL Financial
Dan Fowler
Sep 23 · to LPL Financial
Jared B. Roskelley
Sep 22 · to Ameriprise
Jeff Green
Sep 21 · to Concurrent Investment Advisors
Jeneen Slack
Sep 13 · to LPL Financial
PWD coverage
RIA
Fitch says higher rates stand to lift wealth manager cash earnings
The September 29 report assesses Schwab, LPL Financial, Raymond James, Ameriprise and Stifel, and flags higher deposit costs and cash sorting as offsets to the spread.