Raymond James welcomes Florida advisor group managing $475 million
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors John Piotrowski, Richard Holsan and Scott Gribbons to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
As Leeward Financial Group in Lighthouse Point, Florida, the advisors are joined by practice business coordinator, Doreen Gest, and client services manager, Janice Leechalk. Together they provide personalized financial advisory services to clients ranging from individuals to families to high-caliber institutions. Previously, the team was affiliated with Ameriprise Financial Services where they managed over $475 million in client assets.
Piotrowski brings nearly 20 years of experience to his role as president and managing partner of Leeward Financial Group. Prior to this move, he worked at Ameriprise since 2005. Piotrowski holds CERTIFIED FINANCIAL PLANNERTM, Accredited Portfolio Management AdvisorTM and Chartered Retirement Planning CounselorTM professional designations. He is also a graduate of Florida State University with a pair of Bachelor of Science degrees in finance and marketing.
“In partnership with Raymond James, the Leeward Financial Group is excited to embark on a new path that allows us to leverage the flexibility of an independent platform and the vast resources and capabilities that Raymond James brings to a growing financial services practice focused on a client-first culture,” said Piotrowski.
A 40-year industry veteran, Holsan serves as vice president of the practice. He was affiliated with Ameriprise since 2009 and previously held positions at organizations including Citibank Private Bank, Smith Barney Wealth Management and Merrill Lynch, serving as a vice president at all. Holsan earned a Bachelor of Science in economics with a minor in finance from Iona College in New York.
Gribbons, who also serves as vice president, offers nearly 20 years of experience gained at his previous firm. He holds the professional designations of Accredited Portfolio Management AdvisorTM and Chartered Retirement Planning CounselorTM. His certifications and experience are backed by a Bachelor of Science in management information systems from Florida State University.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.22 trillion as of Mar. 31, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Leeward Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services.