People Moves
Who's Moving Where In Wealth Management? - Raymond James
The latest moves in wealth management across North America.
Raymond James
Raymond James
has promoted Todd Gartrell, CFP®, to the rank of southeast
regional director for Raymond James Financial Services, the
firm’s independent broker/dealer.
Gartrell previously served as an assistant regional director for
the RJFS Southeast region since 2012. He replaces Jodi Perry, who
now serves as president of the RJFS Independent Contractor
Division (ICD).
Joining the firm in 2005, Gartrell started as a corporate
training manager, training and coaching new and veteran financial
advisors, as well as branch managers. In 2009, he became the
Suncoast Complex sales development manager for Raymond James &
Associates (RJA), working with advisors to focus on increasing
the value and effectiveness of their practices. He later became a
branch manager for RJA’s Sarasota office, serving in that role
until 2012 when he joined RJFS as an assistant regional
director.
RJFS-ICD’s Southeast region includes seven states: Alabama,
Florida, Georgia, Mississippi, North Carolina, South Carolina and
Tennessee, as well as Puerto Rico.
