LARRY ADAM, CFA®, CIMA®, CFP®
CHIEF INVESTMENT OFFICER
Larry Adam joined Raymond James in 2018 as the Chief Investment Officer for Private Client Group. Prior to joining Raymond James, Larry, as a Managing Director, held the dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management. He sat on the U S Investment Committee, the management team responsible for investment strategy and asset allocation for U S discretionary client portfolios. He was also a member of Deutsche Bank’s Global Investment Committee that formalizes and establishes the global house view. Prior to being named Deutsche Bank’s Global Chief Investment Strategist, Larry was the head of the Asset Allocation and Quantitative Analysis Group, the group responsible for analyzing and implementing client specific asset allocation strategies. He joined Deutsche Bank Alex Brown in 1992.
Larry received a B.B.A with a concentration in finance from Loyola University Maryland in 1991 and received a Masters Degree in Business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996 Certified Investment Management Analysis® designation in 2001 and Certified Financial Planner™ certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and /or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requi rem ents for investment management professionals.
BOYD E. NELSON III, J.D.
CERTIFIED TRUST FINANCIAL ADVISOR, VICE PRESIDENT, BUSINESS DEVELOPMENT OFFICER
Boyd Nelson studied law at Washington University in St. Louis, Missouri. His studies were concentrated in the areas of estate planning, business and tax. He received his Juris Doctor degree in 1996. Prior to that he attended the University of Missouri where he received his Bachelor of Science in Business Administration with a double emphasis in Corporate Finance and Real Estate.
Boyd joined Raymond James Trust N.A. in the fall of 1996. After serving in an administrative capacity, Boyd started marketing for the organization in the southwest area of Florida. Soon his responsibilities were increased to include the Midwestern states. In 2004 New York Life recruited Boyd to create and implement their marketing program for New York Life Trust Company. In 2005 Raymond James Trust N.A. brought Boyd back to launch their marketing effort to the Western United States.
Boyd is a member of the Florida and ST. Petersburg Bar Associations and is active with the Tampa Bay Estate Planning Council, a professional organization of estate planners. Boyd is a Certified Trust Financial Advisor, a graduate of the American Bankers Association Graduate Trust School and Financial Advisor. He is a frequent lecturer to Financial Advisors, Attorneys and CPAs concerning estate taxes, the use of trusts and their places in estate plans.
Raymond James Trust is affiliated with Raymond James & Associates and Raymond James Financial Services.
Raymond James is not affiliated with any of the other listed entities.
Raymond James does not provide tax or legal services.
