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February 16, 2017 at 10:27 AM
Raymond James’ employee-advisor channel has named its top branch and complex managers of the year.
Michael O’Meara, who leads the Midwest complex, and Dan Jones, head of the Jenkintown, Pennsylvania, branch received their awards recently during a branch manager conference in St. Petersburg.
The annual awards go to two out of 240-plus complex and branch managers with Raymond James & Associates, which includes close to 3,000 employee advisors. The winners are picked based on nominations from the field and endorsements from divisional and regional directors.
O’Meara, for instance, joined Raymond James over a decade ago to open the first RJA branch in St. Louis. He has since opened four more offices in the Midwest and “has been a perennial leader in all metrics of manager performance, particularly in recruiting,” according to RJA, which is led by Tash Elwyn.
The complex manager is “a strong advocate for his advisors and all the associates in his offices. He is always looking to create a service-first mentality in his offices, while at the same time focusing on the growth of those under his supervision – his retention of advisors has been outstanding,” Elwyn said in a statement.
Two years ago, O’Meara began leading the Midwest complex, which includes 11 offices and close to $7 billion in client assets in Missouri, Kansas, Nebraska, Iowa and Southern Illinois.
“I am honored to receive this award and recognition on behalf of our entire team of outstanding managers, advisors and support staff. It’s a privilege to work at a firm like Raymond James with its strong values and a focus on doing what is right for our clients and advisors,” O’Meara said in a statement.
Top Branch Leader
