Raymond James says its independent channel has promoted Todd Gartrell, CFP, to the role of regional director for the Southeast.
Cartrell has been an assistant regional director for Raymond James Financial Services since 2012. He replaces Jodi Perry, who now serves as president of the RJFS Independent Contractor Division.
“With more than 25 years in our industry, and his experience working with advisors to develop their practices and service their clients, I’m confident Todd will continue to make an important impact on the advisors in the Southeast as regional director,” Perry said in a statement.
Gartrell first joined Raymond James in 2005 as a corporate training manager. He became the Suncoast Complex sales development manager for Raymond James’ employee channel in 2009 and later became a branch manager for Raymond James & Associate’s Sarasota office.
“I look forward to building upon our strong recruiting results and continuing to grow our division, while preserving our client-first culture for our advisors and their clients,” Gartrell explained in a statement.
Raymond James is set to release its latest quarterly earnings on July 26.
In other news, RBC Wealth Management said a team with about $465 million in assets has joined it from Merrill Lynch in Conshohocken, Pennsylvania: The Senderling Team includes Jim Senderling, CRPC; John Robbie, CRPC; Theresa Marcinek, senior investment associate; and Brenda Torrisi, senior client associate.
“We are thrilled to welcome the Senderling Team to RBC,” according to