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.

WEST REGIONEAST REGION

IAD Regions

Click here to speak with the dedicated consultant in your area.

 

Leadership

Gregg Bruce
Greg Bruce
Head of RIA & Custody Services
Ray Adams
Ray Adams
Regional Director East Region
Sean Marrin
Sean Marrin
Regional Director West Region

East Business Development Consultant Team

Scott Steele
Scott D Steele
Business Development Consultant East Region
TJ Cotten
TJ Cotten, CFP®
Business Development Consultant East Region

West Business Development Consultant Team

Dave Westerhout
David Westerhout
Business Development Consultant West Region
Blaise Liederbach
Blaise Liederbach, CIMA®
Business Development Consultant Midwest Region
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant West Region

Relationship Management Team

John Holecek
John Holecek
Relationship Manager, RCS East Region
Rachel Rath
Rachel Rath
Midwest Relationship Manager, RCS
Mark Leonard Bio Photo
Mark Leonard
Relationship Manager West Region
“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

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.

© 2021 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.