Raymond James says that executives Scott Curtis, Tash Elwyn and Jodi Perry will be assuming new responsibilities at the firm. The shifts are related to COO Dennis Zank’s retirement, set for Sept. 30.
Curtis, head of the independent-advisor channel, now leads the firm’s broader Private Client Group. Elwyn, who is in charge of the employee channel, is being tapped as president and CEO of Raymond James & Associates’ broker-dealer, adding regulatory oversight and reporting tasks to his role.
“Scott and Tash have both done an outstanding job leading our PCG business — attracting and retaining many of the profession’s leading financial advisors and supporting their clients,” according to Chairman and CEO Paul Reilly. “With Scott’s deep experience and institutional knowledge, we are excited for his potential to drive cross-organizational leadership and continued success for our wealth management business.”
Prior to his current role, Curtis was a senior vice president of RJA PCG for six years. Earlier, he supported both domestic PCG businesses as president of the firm’s insurance group, Planning Corporation of America (now Raymond James Insurance Group). He joined the firm 15 years ago from GE Financial.
Elwyn has been president of RJA PCG since January 2012. He is also on the board of Raymond James Bank and Raymond James Investment Services. Earlier, Elwyn was divisional director, senior vice president of the Atlantic Division of RJA for five years. He began his Raymond James career in 1993.
Perry, national director of Raymond James Financial Services’ independent contractor division, is becoming the entity’s president. She will continue to report to Curtis. She has been in a variety of leadership roles in Asset Management Services and in RJFS business development and regional management since starting her career with Raymond James in 1994.
“In her expanded leadership role, I’m confident Jodi will effectively lead the continued growth and success of the RJFS independent contractor division and further enhance the support and resources provided to independent financial advisors and branch professionals affiliated with our firm,” Curtis said.
Raymond James has some 7,600 advisors of which 4,550 are independent registered reps.
— Check out Raymond James Taps Exec to Oversee Independent Contractors on ThinkAdvisor.