Executive Compensation Services

The Executive Compensation Services (ECS) team is available to host educational workshops to empower public company executives and employees to make informed decisions concerning their equity compensation and employer stock holdings.

The ECS team can facilitate cashless option exercises in addition to vesting date sales to cover tax withholdings.

With extensive experience with designing and executing successful 10b5-1 plans, ECS focuses on each individual’s specific objectives and price targets. The team can also provide continuing education to company employees and management about evolving 10b5-1 best practices.

Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.

Executive Compensation Services Team

The Executive Compensation Services team supports you in corporate executive education, equity compensation plan administration and 10b5-1 plan design and execution.

Alex Ducharme
Analyst, Client Specialist
Global Wealth Solutions
   
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Lauren Ahern
Lauren Ahern, CPWA®
Senior Manager, Private Wealth
Wealth Planning, Global Wealth Solutions
 
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Adam Nibert, CFP®
Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
 
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Executive Compensation Services Advisory Team

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Dan Horgan, WMS
Managing Director
   
Terry Fant, CFP®
Vice President, Investments
   
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