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Pathway Advisory Group of Raymond James

In PWD coverage since August 14, 2026 · 1 story
+2Talent net · 12 months4 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +2 · 4 arrivals · 2 departures
Arrivals
Greg Bruce
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Elyn Davis
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
Departures
Michelle Sovcik
Aug 14 · destination pending
Shannon Reid
Aug 14 · destination pending
PWD coverage
RIA

Veteran Duo Managing $316M Leaves Stifel for Raymond James

Raymond James picks up another veteran team as its 2026 recruiting run continues.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.