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July 2, 2018

Raymond James reshuffles management team

Raymond James has named Scott Curtis as head of its Private Client Group (PCG) as part of a reshuffle of its senior management team.

Curtis most recently served as the president of Raymond James Financial Services (RJFS), the independent broker unit of Raymond James. In the new role, he will manage all the domestic PCG units of the firm.

Curtis previously also served as the senior vice president of Raymond James Associates (RJA) PCG for six years. Prior to joining Raymond James 15 years ago, he worked at GE Financial.

Meanwhile, RJFS national director Jodi Perry will succeed Curtis as president of the Independent Contractor Division. Perry will continue to report to Curtis.

Perry joined Raymond James in 1994 and most recently served as the national director of the RJFS Independent Contractor Division.

The firm also appointed Tash Elwyn, currently RJA PCG president, as the president and CEO of the business. In the new role, Elwyn will have regulatory oversight and reporting responsibilities.

Elwyn joined Raymond James in 1993 and has held the role of RJA PCG president since January 2012.

The management changes are tied to the retirement of Raymond James Financial COO Dennis Zank.

“Scott and Tash have both done an outstanding job leading our PCG business – attracting and retaining many of the profession’s leading financial advisers and supporting their clients. With Scott’s deep experience and institutional knowledge, we are excited for his potential to drive cross-organisational leadership and continued success for our wealth management business,” Reilly noted.

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