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Raymond James

In PWD coverage since August 14, 2026 · 11 stories

+5Talent net · 12 months7 in · 2 out

Talent flow · 12 monthsOn the wire →

Net +5 · 7 arrivals · 2 departures

Aug 16 · advisor move

Aug 11 · exec change

Arrivals

Aug 14 · from Wells Fargo

Aug 14 · from Charles Schwab

Michelle Sovcik

Aug 14 · from Hightower

Aug 14 · from Stifel

Aug 14 · from Charles Schwab

Unnamed advisor

Aug 14 · from Wells Fargo

Departures

Michelle Sovcik

Aug 14 · destination pending

Aug 14 · destination pending

PWD coverage

the_wrap

The IBD talent war opens a wirehouse front

Cetera pulled two groups from Commonwealth and Raymond James took a team from Wells Fargo on the same Monday. The fight for independent advisors now runs on two fronts.

Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney

Moves · Aug 17Raymond James adds $200M Wells Fargo team; Arden Trust names president

Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody

Data · Aug 1659 moves, one new office

Moves · Aug 16Raymond James pulls a 29-year Schwab veteran into its RIA custody fold

RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO

M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal

Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026

RIA · Aug 14LPL unveils Latitude AI platform, shares pop 3.2%

RIA · Aug 14Raymond James hires Schwab's Elyn Davis for RIA client experience

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