Raymond James welcomes experienced advisor managing over $500 million in Denver, Colorado
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Karlynn Schramm, CEBS®, AIF®, CPFA®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Edward Sudzina, Southwest regional director for RJA.
Schramm arrives from Gallagher Fiduciary Advisors, LLC, where she managed more than $500 million in client assets and operates as Golden Retirement Plan Solutions of Raymond James, based in Denver, Colorado. Schramm provides retirement guidance to a variety of clients, including corporate, nonprofit and public-sector retirement plan sponsors.
“I chose Raymond James for its alignment with institutional retirement plan needs, specifically the firm’s Institutional Fiduciary Solutions team, which supports investment due diligence, fiduciary documentation and governance best practices,” said Schramm. “Raymond James offers an institutional framework that allows consultants to help plan sponsors strengthen governance and manage fiduciary risk while maintaining a high level of personal service.”
Schramm has been in the financial services industry for more than three decades and her prior experience includes a tenure at Arthur J. Gallagher & Co. She holds a bachelor’s degree in business administration and an MBA from the University of Denver alongside the Certified Employee Benefits Specialist®, Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor® professional designations.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.76 trillion as of March 31, 2026. Additional information is available at raymondjames.com.