Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Industry Spotlight > Broker Dealers

Raymond James Hires Private Wealth Chief

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.

Raymond James has named Kevin Ruth senior vice president of Private Wealth. In this role, Ruth will lead the firm’s work on wealth management strategies for advisors serving high-net-worth and ultra-high-net-worth clients.

With over 25 years in the industry, Ruth recently developed the application Give-Get that provides financial education to high school students. Earlier, the CFP served as head of wealth planning and personal trust at Fidelity Investments (2013-2019) and also led the development and implementation of private wealth programs at Merrill Lynch and UBS.

“Kevin’s combination of significant expertise and service-oriented approach will be a great addition to Raymond James,” according to Private Client Group President Scott Curtis. “Under his leadership, we will continue enhancing our private wealth capabilities to address the evolving needs and expectations of advisors’ more sophisticated client relationships.”

In his new role, Ruth is based in Saint Petersburg, Florida, and reports to Private Client Group COO Kim Jenson. He will focus on efforts to grow and enhance private wealth solutions available to Raymond James advisors and their high-net-worth clients. These efforts include estate and charitable planning, intergenerational wealth strategies, custom investment management solutions, cash management and lending, and risk mitigation.

“His guidance will help ensure our platform remains open for advisors working with clients at any asset level and bolster their ability to provide solutions based on their clients’ unique needs,” said Jensen in a statement. “Kevin’s passion for giving back aligns with our firm’s charitable culture and commitment to the communities in which we serve.

Raymond James has about 8,500 independent and employee financial advisors with client assets under administration of nearly $1.2 trillion.

Janet Levaux

@Think_JanetL

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.