News & Media

2018

September

Raymond James welcomes Craig Crenshaw to Pinnacle Financial Partners in Raleigh, NC.

July

Raymond James welcomes Kathleen Scott from Ocala, FL.

June

Raymond James welcomes Kimberly Weitzel to First Hawaiian Bank in Honolulu, HI.

Raymond James welcomes Giuseppe Visconti to Tri Counties Bank in Roseville, CA.

Sturdy Financial Services aligns with Raymond James for investment services.
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May

Seven Raymond James-affiliated Program Managers Named Top in the Nation
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April

Raymond James welcomes Scott Schroeffel to Pinnacle Financial Partners in Knoxville, TN.

Raymond James welcomes Keith Kline to Wilson Bank & Trust in Murfreesboro, TN.

Raymond James welcomes Sean Patrick Roche to Fulton Bank in Edison, NJ.

Raymond James welcomes Nicholas Caron to Fulton Bank in Rockaway, NJ.

March

Raymond James recognized for innovative technology for sixth consecutive year.
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Raymond James welcomes Kenneth Farley to Pinnacle Financial Partners in Hendersonville, TN.

Raymond James welcomes Matthew John Treglia to Lakeland Bank in Oak Ridge, NJ.

Raymond James welcomes Eugene “Gill” Johnson to Pinnacle Financial Partners in Mt. Pleasant, SC.

February

Raymond James welcomes Henry M. Caldwell to Pinnacle Bank in Roanoke, VA.

January

Bristol County Savings Bank aligns with Raymond James for investment and wealth management services. View Article

Raymond James welcomes Jeremy Parker to Progressive Bank in Monroe, LA.

Raymond James welcomes Patrick Ballard to Jackson County Bank in Columbus, IN.

Raymond James welcomes David Langner to First National Bank of Omaha in York, NE.

Raymond James welcomes David Bower to Pinnacle Bank in Nashville, TN.

2017

December

Bank Investment Consultant named its Top 100 Bank Advisors, 24 of whom are affiliated with the Raymond James Financial Institutions Division.
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Raymond James welcomes Kyle Kagimoto to First Hawaiian Bank in Honolulu, HI.

Raymond James welcomes Jeffrey Johnson to Wilson Bank & Trust in Nashville, TN.

Central Valley Community Bank aligns with Raymond James for investment and wealth management services.
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November

Raymond James welcomes Seitoku Takahashi to First Hawaiian Bank in Honolulu, HI.

Raymond James welcomes team of six managing approximately $700 million in client assets.
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Raymond James welcomes Coleman Webb to OnPoint Community Credit Union in Portland, OR.

October

Raymond James welcomes Samuel Oakley to Pinnacle Financial Partners in Nashville, TN.

Raymond James welcomes George (Hobie) Whitmore to TowneBank in Virginia Beach, VA.

Raymond James welcomes Forest Busby, Jr. to Woodforest National Bank in The Woodlands, TX.

August

Raymond James welcomes Chuck Hanna to Fulton Bank in Lititz, PA.

Raymond James welcomes Jessica McCord to Security Service Federal Credit Union in San Antonio, TX.

Raymond James welcomes Steven Wohlschlaeger to Woodforest National Bank in The Woodlands, TX.

July

Great Western Bank aligns with Raymond James for investment services.
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June

Athens Federal Community Bank, N.A. and Androscoggin Financial Services align with Raymond James for investment services.
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First Hawaiian Bank aligns with Raymond James for investment services.
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May

Bank Investment Consultant named its Top 25 Program Managers, nine of whom are affiliated with the Raymond James Financial Institutions Division.
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April

Raymond James receives BISA Technology Innovation Award for advisor mobile app.
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Prosperity Bank aligns with Raymond James for investment services.
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Raymond James welcomes Arch Brown Jr. to Towne Investment Group in Virginia Beach, VA.

March

Raymond James welcomes Robert Fennell to Peoples Bank in Marietta, OH.

February

Raymond James welcomes Athens Federal Community Bank, N.A. in Athens, TN along with Fred S. Burke, Jeremy Loftis and Matt Dannel.

Raymond James welcomes Androscoggin Bank in Lisbon, ME.

January

Raymond James welcomes Amy Parrish to First Florida Wealth Group in Destin, FL.

2016

December

Bank Investment Consultant named its Top 100 Bank Advisors, 29 of whom are affiliated with the Raymond James Financial Institutions Division.
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November

Raymond James welcomes John Gibson and Colleen Schuler to Fulton Financial Advisors in Severna Park, MD.

Raymond James welcomes Jason Whitlock to Southside Bank in Arlington, TX.

Raymond James welcomes Geoff Franklin to Lakeland Bank in Ridgewood, NJ.

Raymond James welcomes Robert Siegler to Lakeland Bank in Oak Ridge, NJ.

August

Raymond James welcomes Thomas Mays to Florida Community Bank in Miami, FL.

First Financial Bank aligns with Raymond James for investment services.
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July

Sturgis Bank & Trust Company aligns with Raymond James for investment services.
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Raymond James welcomes Patrick William Borrelli to Lakeland Bank in Butler, NJ.

Raymond James welcomes Craig Lundquist to Bremer Bank in St. Louis Park, MN.

June

Raymond James welcomes Matthew Ask to Bremer Bank in Detroit Lakes, MN.

Raymond James welcomes Matthew Buckley to TowneBank in Richmond, VA.

May

Six Raymond James-affiliated program managers named among top in the nation.
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New Jersey-based Lakeland Bank partners with Raymond James for investment services.
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March

Raymond James receives BISA Technology Innovation Award for new client reporting system.
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Raymond James welcomes Jason Anderson to Fulton Bank in Reading, PA.

February

Raymond James Financial Institutions Division holds annual management symposium for bank and credit union executives, program managers and select advisors.
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Raymond James welcomes David Michael Stewart to Liberty Bank in Colchester, CT.

Raymond James welcomes Matthew Harkins to Amarillo National Bank in Amarillo, TX.

January

Raymond James welcomes Bruce Joseph to FM Investments, Inc. in Archbold, OH.

2015

December

Bank Investment Consultant named its Top 50 Bank Advisors, eight of whom are affiliated with the Raymond James Financial Institutions Division.
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Raymond James welcomes Greenfield Co-operative Bank in Greenfield, MA along with Michael S. Johnson and Edward Zadworny.

November

Raymond James welcomes Security Service Federal Credit Union in San Antonio, TX along with program manager John Dallahan and financial advisors Brad Feldman, Alfredo Garza, Susanne Serna, Michael Salardino, Joseph Cater, Terry O’Connor, Jennelle Chorak, Jason Thornock, Charlotte McConnell, Charles Blanchette, Jaroy Mulkey, Brett Jenson, and Nicholas Larsen.
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Raymond James welcomes Chad Ontko from City Bank in College Station, TX.

Raymond James welcomes Marion County Bank in Pella, IA along with Samuel Vande Weerd, Jason Rozenboom and Reid Evans.
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October

Raymond James welcomes Doug Moore, Leah Anne Brooks, Miles James, Jackie Shupe, DeAnn Peter, Dave Reed, Erik Handcock, Jason Fox and Joseph Cricchio from Landmark Bank in Columbia, MO.
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Raymond James welcomes Brandon Lunke to Franklin Synergy Bank in Franklin,TN.

Raymond James welcomes Vickie Bauer to Stock Yards Bank & Trust in Louisville, KY.

Raymond James welcomes Frank Leslie Haviland to Franklin Synergy Bank in Nashville, TN.

September

Raymond James welcomes Jon Batchelor to Tri Counties Bank in Chico, CA.

First National Bank of Bemidji partners with Raymond James for investment and wealth management services.
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August

Raymond James welcomes James “Rich” Gossett and Charles “Brad” Braden to First Mid-Illinois Bank & Trust.

Raymond James welcomes John Parker, Beth Parker and Home Federal Bank.

Raymond James welcomes Patrick Huey to OnPoint Credit Union in Portland, OR.

Raymond James welcomes John Spatola to United Nations Federal Credit Union in Long Island City, NY.

Raymond James welcomes David Edwards to MVB Bank in Fairfax, VA.

Raymond James welcomes Jay Poole to Ameris Bank in Gainesville, FL.

July

Raymond James welcomes Steven Base to Fulton Financial Services in Hagerstown, MD.

Raymond James welcomes Ryan Welle to First National Bank in Bemidji, MN.

Raymond James welcomes Christina Greak to Fulton Financial Services in Hummel’s Wharf, PA.

June

Raymond James welcomes Jeremy Siragusa and advisors of First National Bank of Omaha in Omaha, NE.

May

Raymond James receives BISA Technology Innovation Award for account aggregation tool.
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Thirteen Raymond James–affiliated program managers named among top in the nation.
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Bank Investment Consultant names its Top 20 Program Managers, six of whom are affiliated with the Raymond James Financial Institutions Division.
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Raymond James welcomes Jill Klontz, Clayton Reynolds, Charlie Dieruf and Jason Phipps to Peoples Bank in Marietta, OH.

March

Raymond James welcomes Anthony Sola to Peoples Bank in Wellston, OH.

Raymond James welcomes Jennifer Guthrie to Texas Capital Bank in Austin, TX.

Raymond James welcomes Jonathan Dorsey to First Community Bank in Beckley, West Virginia.

February

TotalBank Partners with Raymond James for Investment and Wealth Management Services
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Raymond James welcomes Kevin Addington to MainSource Bank in Portland, IN.

Raymond James welcomes Paul Hughes to TowneBank in Richmond, VA.

Raymond James welcomes Larry Gekiere to Texas Capital Bank in Dallas, TX.

Raymond James welcomes Christopher Gibson to American National Bank in Hardy, VA.

January

Raymond James welcomes Lorna Gessner to Fulton Financial Advisors in Hummel’s Way, PA

2014

December

OnPoint Community Credit Union Partners with Raymond James for Investment and Wealth Management Services
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Raymond James welcomes Karen Martin, Chelsea Magby, Russell Baker and Richard Patterson to Southside Bank in Tyler, TX.

Raymond James welcomes Laura Stanek to Baraboo National Bank in Baraboo, WI.

November

Raymond James welcomes Todd Volkman to ViewPoint Bank in Plano, Texas.

Raymond James welcomes Matthew Schmidt to Summit Bank in Pensacola, FL.

Raymond James welcomes Patrick Gherty to Bremer Bank in Edina, MN.

August

Raymond James welcomes 11 advisors to its Financial Institutions Division.
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2013

December

Raymond James recruits $1.6 million father-son team to Financial Institutions Division.
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Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.