Raymond James has added a pair of advisors managing over $360 million in assets to its employee advisor channel, Raymond James & Associates. Advisors Gary Perl and Katie Janda are joining from Morgan Stanley.
The team will operate as Raymond James' Perl Group and will be based in offices in Ponte Vedra Beach, Fla., and Fort Collins, Colo. Hands-on business manager Sharon Brown and customer service associate Elisabeth Perl (daughter of Gary Perl) will join them. . Advisors specialize in serving business owners, corporate executives, families and individuals, health care professionals and corporate retirement plans.
Gary Perl, who will serve as managing director of wealth management, has over 34 years of industry experience, the last 15 of which were with Morgan Stanley. Janda has over 18 years of experience in financial services and has spent the last two years on the wire.
“We are very impressed by (Raymond James') support of the advisor-client relationship and its warm and approachable culture,” Janda said in a statement. “Raymond James is significantly enhancing and promoting the human side of investment service and we are excited to continue to grow our practice with that support base.”
Last week, Raymond James announced a regional reorganization of its employee advisor channel, with Eastern Division Regional Director Tim Killgoar becoming division director for the Southeast Division. The firm has promoted Patrick O'Connor, current director of the central division, to COO of Raymond James & Associates, with Mike O'Meara, regional director of the central division, taking over O'Connor's old duties.
In addition, Michael Tormey, COO of strategic initiatives within Raymond James Associates' Private Client Group, will become managing director of PCG strategic initiatives and join PCG COO Kim Jenson's team.
The changes take effect on October 1.
Earlier this year, Raymond James announced this CFO Paul Shoukry will succeed CEO Paul Reilly as the firm's leader in fiscal year 2025, part of a “multi-year succession planning process.”
The firm also promoted Tom Walrond heads the RJAreplacing Tash Elwyn, who was appointed PCG president. In November, Raymond James announced this Shannon Reid would lead the firm's independent contractor division