Raymond James hires Robbie Moseley as chief financial officer

NS. PETERSBURG, Fla., Nov. 29, 2021 (GLOBE NEWSWIRE) – After an extensive search, Raymond James has named Robbie Moseley as vice president and head of Advisor Choice Consulting, the company’s recruiting platform for financial advisors. He joined the company on November 29th, succeeding Barry Papa, who suddenly passed away in March.

“We have an amazing recruiting team,” said Scott Curtis, president of the Private Client Group. “Under Robbie’s leadership, we expect this team to continue to thrive and build on our strong, steady growth and excellent recruiting results. His diverse experience in multiple customer-facing roles gives him a unique insight into the types of service consultants who best serve their customers and want to build their business as they see fit. “

With a range of options that financial advisors can choose to associate with the company, including traditional employees, independent contractors, RIA and custodial services, and institutional, Advisor Choice Consulting is helping advisors interested in joining Raymond James find the right one Find a partnership model to build and grow their business. Regardless of the model chosen, each offers a unique combination of flexibility and degrees of freedom, supported by the support of home office know-how in marketing, practice management, succession planning and more.

Moseley will report to Kim Jenson, COO of the Private Client Group, moving from Edward Jones to Raymond James. Prior to that, he held a number of key roles at UBS that provided him with extensive industry knowledge, including financial advisor, production manager, complex sales manager and branch administration manager.

“Raymond James’ reputation for a service-minded, customer-centric culture combined with robust technology and a broad spectrum of sophisticated financial planning expertise and products really sets the company apart,” said Moseley. “The continued excellence in attracting and retaining the best consultants in the industry is testament to the Raymond James philosophy and it is a privilege to share that story.”

Moseley holds a bachelor’s degree from the University of Oklahoma and an MBA from Southern Methodist University.

About Raymond James Financial, Inc.

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing individual, capital markets, asset management, banking, and other services to individuals, businesses and communities. The company has around 8,500 financial advisors. Total customer assets are $ 1.23 trillion. Listed on the stock exchange since 1983, the company is listed on the New York Stock Exchange under the symbol RJF. More information is available at www.raymondjames.com.

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