Robert A. James Award of Service Excellence for the Second Quarter of Fiscal Year 2026
Named after our firm’s founder, the Robert A. James Award of Service Excellence program recognizes associates who embody our client-first values and go above and beyond to make meaningful contributions and deliver impactful results.
Congratulations to the following associates who were recently recognized for their exemplary service in the second quarter of fiscal year 2026.
Alyssa Kirkpatrick
Meeting Planner, Meetings & Events | St. Petersburg, FL
Alyssa played a pivotal role in the revival of the Raymond James Capital Markets Compliance Conference. Through her expertise, patience and attention to detail, she led the planning and execution of every aspect of the event, delivering a high‑quality, professional experience while thoughtfully controlling costs. Alyssa’s approach resulted in overwhelming positive feedback from attendees and sponsors, many of whom are eager to return next year. Her efforts supported Raymond James’ brand, reinforcing a culture of integrity, professionalism and long‑term thinking within the regulatory community.
Esther Mosher
Marketing Coordinator, Marketing | St. Petersburg, FL
Esther identified inconsistencies in Compliance and ServiceNow language impacting the YouTube program, taking full ownership by leading a cross‑functional effort to align Compliance, Technology and service partners. She advocated for our advisors, ensured clear communication, and fostered a collaborative, respectful environment that kept service quality at the forefront. As a result, documentation was clarified, friction was significantly reduced and advisors now experience a smoother, more efficient process.
Tanya Peninger
Sr. Analyst AML, FCM Fraud – Anti-Money Laundering | Little Rock, AR
Tanya exemplified extraordinary responsiveness and leadership in protecting a vulnerable client from sophisticated fraud. Acting well outside normal business hours, Tanya partnered closely with AML and Compliance stakeholders to respond quickly, calmly and decisively to a serious threat involving an 87‑year‑old client. Her expertise and real‑time collaboration were instrumental in reversing a fraudulent $200,000 transfer and safeguarding the client’s assets. By prioritizing urgency, sound judgment and client protection, Tanya protected a vulnerable client and reinforced the trust clients place in Raymond James.