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
according to Joe Mooney, Branch Director.“They are incredibly well-respected in the area and known for their integrity, compassion and their comprehensive approach to delivering wealth management solutions that best meet their clients’ needs.”
“The decision to move to a different firm didn’t happen overnight,” said Senderling, in a statement. “After careful consideration, we made the decision to join RBC Wealth Management because of the unique culture, as well as the management team who truly believe that clients come first.”
Meanwhile, Commonwealth Financial Network has welcomed Clear Path Private Wealth of Pleasantville, New York, to its network of independent financial advisors. The team, which used to be affiliated with Ameriprise Financial, includes Bill Amatuzzo, CFP, CRPC, CLU; and Mike Magnani, CFP, ChFC, CLU. The team has some $120 million in assets under management.
“Commonwealth maintains a sharp focus on service—and with an advisor-to-staff ratio of better than 2.1:1, our accessibility to support from tenured, knowledgeable industry experts is better than ever before,” according to Magnani.
“Much like Commonwealth, Clear Path prioritizes personalized attention and operates with a high degree of clarity and transparency. We will provide this team with the integrated technology, tools, and resources to enhance the client experience for their valued investors,” explained Andrew Daniels, managing principal, business development, in a statement.
Ladenburg Thalmann Financial Services says it has launched its Retirement Plan Consulting Platform, which combines consulting support with software tools, training and other resources.
The platform can be accessed by advisors affiliated with Securities America, Triad Advisors, KMS Financial Services, Investacorp and Securities Service Network.
“While most plan sponsors work with a financial advisor, it is increasingly important for plan advisors and the firms that support them to significantly expand the value they provide to retirement plan sponsors, and serve a role in boosting the retirement readiness of workers across the country,” according Ladenburg President & CEO Richard Lampen, President and Chief Executive Officer of Ladenburg.