asset manager
Raymond James Asset Management Services
In PWD coverage since September 29, 2026 · 1 story
-1Talent net · 12 months6 in · 7 out
Talent flow · 12 monthsOn the wire →
Net -1 · 6 arrivals · 7 departures
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
David Lobriecki
Sep 24 · from D.M. Kelly & Company
Greg Bruce
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Departures
Dan Fowler
Sep 23 · to LPL Financial
Jared B. Roskelley
Sep 22 · to Ameriprise
Jeneen Slack
Sep 13 · to LPL Financial
Lance Dunn
Aug 27 · to TSG Wealth Management
Chris Davitt
Aug 27 · to Proxima Wealth Partners
Shannon Reid
Aug 14 · destination pending
PWD coverage
The Close
Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
Merrill's updated Form ADV discloses shelf fees as high as $1.4 million and an incentive to recommend products from firms that pay for data analytics.