Here to help you elevate your practice to the next level

When you choose Raymond James as your custodial partner, you’ll benefit from having a dedicated professional ready to assist you in finding the right resources and support for your situation. This strong support begins with a friendly conversation with a business development consultant. Get to know us on a human level at the links below.

LEADERSHIP

Gregg Bruce
Greg Bruce
Head of RIA & Custody Services
Sean Marrin
Sean Marrin
Division Director

BUSINESS DEVELOPMENT CONSULTANT TEAM

Scott Steele
Scott D. Steele
Business Development Consultant DC, DE, KY, MD, NC, SC, TN, VA, WV
Shaun Rose
Shaun Rose
Business Development Consultant AL, AR, FL, GA, LA, MS
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant AZ, CO, ID, KS, MT, NE, NM, OK, OR, TX, UT, WA, WY
Williams Vanessa
Vanessa Williams, CDFA®
Business Development Consultant CT, MA, ME, NH, NJ, NY, PA, RI, VT

Relationship Management Team

If you’re looking for a partner with the resources to help you serve a variety of client needs, whether simple or complex, you’ll find it with Raymond James. As each need arises, your relationship manager will be there for you to help navigate the array of strategies and services available on our robust wealth management platform.

“Our consultants are well-versed in the needs of independent RIAs. Plus they’re easy to talk to.”
Greg Bruce
Head of RIA & Custody Services

Discover what your business is meant to be

Contact us

Investments & Wealth InstituteTM (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 requirements for investment management professionals.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use

AdvisorChoice® is a registered trademark of Raymond James Financial, Inc. Raymond James® is a registered trademark of Raymond James Financial, Inc.