PERSONAL WEALTH PARTNER FINANCIAL SERVICES - Key Persons


Alex Brown

Job Titles:
  • Employee Advisor Employee Advisor Submenu

Alex Keim

Job Titles:
  • Assistant Division Director / West Division

Allan Bertie

Job Titles:
  • European Investment Banking
  • Managing Director, Head of European Investment Banking / London

Allison Brown

Job Titles:
  • Senior Assistant Division Director

Alper Cetingok

Job Titles:
  • Head of Diversified Industrials

Amy Smart

Job Titles:
  • Network Advisor Spotlight

Andrea Masterson

Job Titles:
  • VP of Community Impact, Reflects on Memorable Moments, Including One That Solidified Her Understanding of Who We Are As a Company.
Andrea Masterson, VP of Community Impact, reflects on memorable moments, including one that solidified her understanding of who we are as a company.

Anita Lemon

Job Titles:
  • VP, Senior Assistant Division Director / South Division

Bella Loykhter Allaire - EVP

Job Titles:
  • Executive Vice President
  • Member of the Executive Committee

Bill Geis

Job Titles:
  • Private Client Banking Executive

Bob Kendall - President

Job Titles:
  • President

Brad Butcher

Job Titles:
  • Co - Head of Real Estate / St. Petersburg
  • Real Estate

Brendan Ryan

Job Titles:
  • Co - Head of Technology & Services / Boston

Brian Lynch

Job Titles:
  • Member of the Asset Management Team
  • Senior Vice President, Portfolio Asset Management

Bryan Kilbane

Job Titles:
  • Vice President and Director of Acquisitions, Great Lakes

Calvin Sullivan - Chief Strategy Officer

Job Titles:
  • Chief Strategy Officer
  • Member of the Raymond James Investment Management Team

Chris Aisenbrey - CHRO

Job Titles:
  • Chief Human Resources Officer
  • Member of the Executive Committee

Christian Bullitt

Job Titles:
  • Managing Director / New York

Dan Wendle

Job Titles:
  • Vice President and Director of Acquisitions, West

Darryl J. Seavey

Job Titles:
  • Vice President and Managing Director of Acquisitions, Northeast

Dave Brown

Job Titles:
  • Managing Director / New York

David Allen - SVP

Job Titles:
  • Senior Vice President

Denise Samson

Job Titles:
  • Member of the Raymond James Investment Management Team
  • Senior Vice President / Operations

Doug Brigman

Job Titles:
  • President / Raymond James Insurance Group

Doug Brown

Job Titles:
  • Head of Healthcare / Charlotte
  • Health Care

Ed Marcin - COO

Job Titles:
  • Chief Operating Officer

Eric Harter

Job Titles:
  • Senior Business Development Associate / Financial

Eric Johnson

Job Titles:
  • Independent Financial Advisor

Gabriella Konicek

Job Titles:
  • Business Development Associate

Gala Wan

Job Titles:
  • Senior Vice President / Risk Management / Executive Leadership

Gary Robinson

Job Titles:
  • Vice President and Managing Director of Acquisitions, Mid - South

Geoffrey Richards

Job Titles:
  • Head of Capital Structure Advisory / New York

George Catanese - Chief Risk Officer

Job Titles:
  • Chief Risk Officer

Grace Austin

Job Titles:
  • SVP, Division Director, North Region

Gretchen Olsen

Job Titles:
  • Assistant Division Director / West Division

Guy Hume

Job Titles:
  • Managing Director / London

Gwen Fisher - CFO

Job Titles:
  • Chief Financial Officer

Heather Schaul

Job Titles:
  • Assistant Division Director / North Division

Horace Carter

Job Titles:
  • Member of the Executive Committee
  • President of the Executive Committee

J. Stephen Hufford

Job Titles:
  • Senior Managing Director & Chief Operating Officer, Investment Banking / St. Petersburg

James Dunton

Job Titles:
  • Vice President, Managing Director of Acquisitions, Midwest

James E. Bunn

Job Titles:
  • Member of the Executive Committee
  • President of the Executive Committee
  • Investment Banking Management
  • President, Global Equities and Investment Banking / St. Petersburg

James Graff

Job Titles:
  • Co - Head of Real Estate / St. Petersburg

James Horvick

Job Titles:
  • Senior Vice President, Acquisitions and Institutional Investments

Jamie Coulter

Job Titles:
  • Member of the Executive Committee
  • Chief Executive Officer / Raymond James Ltd.

Jason Goode

Job Titles:
  • Assistant Division Director - Financial Institutions

Jeff Maxwell

Job Titles:
  • Mergers & Acquisitions
  • Senior Managing Director, Head of Mergers & Acquisitions / St. Petersburg

Jeff Perkins

Job Titles:
  • New Advisor

Jeffrey A. Dowdle - COO

Job Titles:
  • Chief Operating Officer
  • Member of the Executive Committee

Jeffrey Bollerman

Job Titles:
  • Managing Director / New York

Jeri Richard

Job Titles:
  • New Advisor

John Berg

Job Titles:
  • Global Head of Consumer / St. Petersburg

John Colvin

Job Titles:
  • Vice President, Managing Director of Acquisitions, Southeast

John Roddy

Job Titles:
  • Financial Services
  • Head of Financial Services / St. Petersburg

Jon DeMayo

Job Titles:
  • Business Development Team
  • VP, Business Development

Jon Steele

Job Titles:
  • Co - Head of Technology & Services / Boston

Jonathan N. Santelli - Chief Legal Officer, EVP

Job Titles:
  • Executive Vice President
  • General Counsel
  • Member of the Executive Committee

Joshua Charles

Job Titles:
  • Network Advisor Spotlight

Julian Bynum

Job Titles:
  • Managing Director, Head of Debt Capital Markets / New York

Justin Kissner

Job Titles:
  • New Advisor

Katie Larson

Job Titles:
  • Controller
  • Member of the Raymond James Investment Management Team

Kent Nelson

Job Titles:
  • Equity Capital Markets
  • Senior Managing Director, Head of Global ECM, Real Estate ECM / St. Petersburg

Kevin Kilbane

Job Titles:
  • Vice President and Managing Director of Acquisitions, West

Kristie Waugh

Job Titles:
  • Senior Vice President, Investor Relations
  • Senior Vice President, Investor Relations and FP & a

Kyle Witschen - COO

Job Titles:
  • Admin
  • Director of Operations

Leslie Ann B. Curry

Job Titles:
  • Chief Experience Officer / Investment Banking
  • Chief Experience Officer, Investment Banking / Atlanta

Lindsey Collier

Job Titles:
  • VP Strategic Initiatives

Margaret Folk

Job Titles:
  • New Advisor

Marshall Adkins

Job Titles:
  • Head of Energy / Houston

Matthew Mehltretter

Job Titles:
  • SVP, Division Director, West Region

Michael Forster

Job Titles:
  • Senior Business Development Associate / Financial

Michael Henningsen

Job Titles:
  • Managing Director / London

Mike White - CMO

Job Titles:
  • Chief Marketing Officer

Natalie C.W. Norman

Job Titles:
  • Network Advisor Spotlight

Oliver Mansour

Job Titles:
  • SVP, Division Director, South Region

Patrick Inglesby

Job Titles:
  • Assistant Division Director / North Division

Patrick O'Connor

Job Titles:
  • Member of the Raymond James Investment Management Team
  • Senior Vice President, Division Director / Raymond James & Associates

Paul Reilly - CEO, Chairman

Job Titles:
  • Chairman
  • Chief Executive Officer
  • Member of the Executive Committee

Paul Shoukry - CFO

Job Titles:
  • Chief Financial Officer
  • Member of the Executive Committee

Sam Shupe

Job Titles:
  • Senior Vice President, Director of Feasibility

Sarah Fanous-Samaan

Job Titles:
  • Director, IT Content Management
Sarah Fanous-Samaan, director, IT Content Management, reflects on memorable moments over nearly 20 years at the firm.

Scott A. Curtis

Job Titles:
  • Member of the Executive Committee
  • President / Private Client Group

Scott Garfinkel

Job Titles:
  • Head of Convenience Store & Fuel Products Distribution / Nashville

Sean Jones

Job Titles:
  • Vice President and Director of Acquisitions, Coastal

Shannon Reid

Job Titles:
  • Member of the Executive Committee
  • Member of the Raymond James Investment Management Team
  • President / Independent Contractor Division
  • President / Independent Contractors Division

Shannon Tucker

Job Titles:
  • Director of PCG Compliance

Stephen Liverpool - Chief Legal Officer, SVP

Job Titles:
  • General Counsel
  • Member of the Raymond James Investment Management Team
  • Senior Vice President

Steve Kruchten

Job Titles:
  • SVP, National Director of Financial Institutions Division

Steve LaBarbera - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer
  • Member of the Raymond James Investment Management Team

Steve Raney - CEO, Chairman

Job Titles:
  • Chairman
  • Chief Executive Officer
  • Member of the Executive Committee

Steven Kropf - CEO, President

Job Titles:
  • Chief Executive Officer
  • Member of the Senior Management Team
  • President

Sunaina Sinha

Job Titles:
  • Global Head of Private Capital Advisory

Tash Elwyn

Job Titles:
  • Member of the Executive Committee
  • President and Chief Executive Officer / Raymond James & Associates

Tim Keffer

Job Titles:
  • New Advisor

TJ Haynes-Morgan

Job Titles:
  • Chief Audit Executive

Vicki Mazur

Job Titles:
  • Member of the Raymond James Investment Management Team
  • Senior Vice President, Head of Total Rewards / Human Resources

Vin Campagnoli - CIO

Job Titles:
  • Chief Information Officer