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Michelle Sovcik

Raymond James · Reported Aug 16
In network coverage since August 14, 2026 · 2 stories
Network coverage
Moves

Raymond James pulls a 29-year Schwab veteran into its RIA custody fold

Elyn Davis's move pairs her with fellow Schwab alum Greg Bruce in a planned succession, and the RIA custody market now reads like a talent war.
RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO
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