Raymond James Financial appoints Investment Advisors Division head

ST. PETERSBURG, Fla. – Raymond James Financial, Inc. (NYSE: RJF) today announced the appointment of Greg Bruce as senior vice president and head of the firm’s Investment Advisors Division (IAD). He will join the firm March 18.

Part of a long-standing tradition of offering a number of advisor affiliation and service options, IAD provides independent registered investment advisors (RIA) full-service support, institutional strength and access to industry-leading integrated technology.

“Greg has an impressive track record of success in the RIA business,” said Private Client Group President Scott Curtis. “Adding his background, experience and deep knowledge of this space furthers our commitment to supporting independent RIA firms and providing them with the best tools and resources available.”

“The firm’s strong reputation in wealth management, client-first culture, robust resources and unique value proposition for independent RIAs are what drew me to Raymond James,” Bruce said. “’I’m looking forward to expanding and strengthening Raymond James’ capabilities that provide support and services to RIA client firms.”

Bruce joins Raymond James from Charles Schwab Advisor Services, where he was most recently managing director of the Great Lakes Region. He joined Schwab in 1998 and held a variety of senior trading positions before beginning his business development career 15 years ago.

Bruce received a bachelor’s degree in political science from Ohio State University. He also holds several FINRA licensing certifications.

As part of this change Maria Daley, IAD’s current senior vice president of strategic growth, will become the division’s chief operating officer.

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