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 DIVISIONEAST DIVISION

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
Division Director East Division
Sean Marrin
Sean Marrin
Division Director West Division

East Business Development Consultant Team

Scott Steele
Scott D. Steele
Business Development Consultant East Division
DC, DE, KY, MD, NC, SC, TN, VA, WV
TJ Cotten
TJ Cotten, CFP®
Business Development Consultant East Division
CT, MA, ME, NH, NJ, NY, PA, RI, VT
Michael Silbaugh Bio Photo
Michael Silbaugh
Business Development Consultant East Division
AL, AR, FL, GA, LA, MS

West Business Development Consultant Team

Dave Westerhout
David Westerhout
Business Development Consultant West Division
AK, CA, HI, NV
Blaise Liederbach
Blaise Liederbach, CIMA®
Business Development Consultant West Division
IA, IL, IN, MI, MN, MO, ND, OH, SD, WI
Ryan Killilea Bio Photo
Ryan Killilea
Business Development Consultant West Division
AZ, CO, ID, KS, MT, NE, NM, OK, OR, TX, UT, WA, WY

Relationship Management Team

John Holecek
John Holecek
Division Manager Atlantic Division
CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT, WV
Rachel Rath
Rachel Rath
Division Manager Central Division
AL, AR, IA, IL, IN, KY, LA, MI, MN, MO, MS, OH, TN, WI
Mark Leonard Bio Photo
Mark Leonard
Division Manager Pacific Division
AK, AZ, CA, CO, HI, ID, KS, MT, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, WY
“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

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