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Raymond James

In PWD coverage since August 14, 2026 · 14 stories

+6Talent net · 12 months8 in · 2 out

Talent flow · 12 monthsOn the wire →

Net +6 · 8 arrivals · 2 departures

Adam E. Pearsall

Aug 19 · advisor move

Aug 16 · advisor move

Aug 11 · exec change

Arrivals

Adam E. Pearsall

Aug 20 · from UBS Financial Services

Aug 14 · from Charles Schwab

Michelle Sovcik

Aug 14 · from Hightower

Julie Sabransky

Aug 14 · from Wells Fargo

Aug 14 · from Charles Schwab

Unnamed advisor

Aug 14 · from Wells Fargo

Departures

Aug 14 · destination pending

Michelle Sovcik

Aug 14 · destination pending

PWD coverage

Features

Independent platforms pull $2.93 billion from legacy employee books

Tenured wirehouse and insurance teams leave four legacy employers for ownership and succession.

Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

the_wrap · Aug 19The IBD talent war opens a wirehouse front

Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney

Moves · Aug 17Raymond James adds $200M Wells Fargo team; Arden Trust names president

Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody

Data · Aug 1659 moves, one new office

Moves · Aug 16Raymond James pulls a 29-year Schwab veteran into its RIA custody fold

RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO

M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal

Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026

RIA · Aug 14LPL unveils Latitude AI platform, shares pop 3.2%

RIA · Aug 14Raymond James hires Schwab's Elyn Davis for RIA client experience