Raymond James Executive and Leadership Team

Paul Shoukry, the Chief Executive Officer at Raymond James, directs the overall strategic vision and operational execution for the diversified financial services firm. Shoukry oversees the integration of investment advisory, brokerage, asset management, capital markets, and banking services, ensuring alignment with the company's core mission of client-centric wealth management. This leadership role involves guiding the firm's expansion and market positioning across North America, focusing on sustainable growth and enhancing shareholder value. By fostering innovation and operational excellence, Paul Shoukry drives the company's commitment to providing comprehensive financial solutions and long-term planning for individual investors, corporations, and institutions. The Chief Executive Officer's purview extends to ensuring the firm's robust network of financial advisors and banking professionals operates cohesively to deliver exceptional client outcomes.

Anne Meyer, the Senior Vice President & Chief Financial Officer at Raymond James, directs the firm's financial strategy, planning, and reporting. Meyer oversees all aspects of financial operations, including accounting, treasury, tax, and investor relations, ensuring fiscal responsibility and strategic resource allocation across investment advisory, brokerage, asset management, capital markets, and banking services. This role is fundamental to maintaining the financial health and stability of the firm, supporting its commitment to wealth management and long-term financial planning. By managing capital effectively and driving financial performance, Anne Meyer ensures Raymond James can continue to invest in growth and innovation. The Senior Vice President & Chief Financial Officer's leadership provides critical financial insights that guide executive decision-making and uphold the firm's fiduciary duties.

Scott Curtis, the Chief Operating Officer at Raymond James, manages the day-to-day operational efficiency and strategic implementation across the firm's diverse business segments. Curtis directs the optimization of internal processes and resource allocation, ensuring seamless delivery of investment advisory, brokerage, asset management, capital markets, and banking services. This critical function supports the firm's extensive network of financial advisors and banking professionals, facilitating their ability to provide superior wealth management and long-term financial planning. By enhancing operational infrastructure, Scott Curtis ensures the firm can effectively scale its services and maintain high standards of client support. The Chief Operating Officer's responsibilities include driving technological advancements and process improvements that directly impact the client experience and the firm's overall market competitiveness.

Michelle Thetford, the Senior Vice President and Chief Operating Officer of RIA and Custody Services at Raymond James, directs the operational framework for registered investment advisors and custody operations. Thetford focuses on optimizing the service delivery and technological support for independent advisors utilizing Raymond James's custody platform, ensuring seamless integration of brokerage, asset management, and banking services. This leadership role is essential for empowering financial advisors to deliver superior wealth management and long-term financial planning to their clients. By enhancing the efficiency and reliability of RIA and custody operations, Michelle Thetford directly contributes to the firm's ability to attract and retain top advisory talent. The Senior Vice President and Chief Operating Officer's strategic oversight ensures that these critical services align with the firm's broader commitment to client success and operational excellence.

Anne Witherspoon, the Chief Operations Officer & Chief Operating Officer & Chief Experience Officer (Cxo) at Raymond James, spearheads the operational strategies and client experience initiatives across the organization. Witherspoon oversees the integration of operational efficiencies with a strong focus on enhancing client satisfaction and engagement throughout their financial journey. This multifaceted role ensures that the firm's investment advisory, brokerage, asset management, capital markets, and banking services are delivered with a consistent, high-quality client experience. By aligning operational functions with customer-centric goals, Anne Witherspoon drives improvements in service delivery and advisor support. The Chief Experience Officer's leadership is instrumental in translating the firm's commitment to wealth management and long-term financial planning into tangible positive interactions for all stakeholders.

Lauri Spargo, the Group Chief Operating Officer, The Kelton Financial at Raymond James, directs the operational strategy and execution for The Kelton Financial group. Spargo focuses on optimizing the integration of diverse financial services, including investment advisory, brokerage, asset management, capital markets, and banking, to support the group's specific client base. This leadership position is key to ensuring operational synergy and efficiency within The Kelton Financial framework, enabling advisors to provide specialized wealth management and long-term financial planning. By streamlining processes and enhancing resource management, Lauri Spargo contributes to the group's ability to deliver tailored financial solutions. The Group Chief Operating Officer's responsibilities include driving operational excellence that supports the unique market objectives of The Kelton Financial entity.

Alfred Caudullo, the Chief Operating Officer, Asset Management Services at Raymond James, leads the operational framework for the firm's asset management division. Caudullo directs the efficiency and effectiveness of operations supporting investment advisory, brokerage, and asset management functions, ensuring seamless service delivery to clients and advisors. This role is critical in managing the complexities of investment portfolios and fund administration, underpinning the firm's commitment to robust wealth management and long-term financial planning. By optimizing operational processes within asset management, Alfred Caudullo enhances the division's capacity to support client investment objectives. The Chief Operating Officer's focus is on driving operational excellence that aligns with the strategic growth and performance goals of Raymond James's asset management services.

Michelle Sovcik, the Senior Vice President and Chief Operating Officer of RIA and Custody Services at Raymond James, manages the operational execution for registered investment advisor and custody platforms. Sovcik concentrates on enhancing the service model and technological infrastructure supporting independent advisors, facilitating their delivery of comprehensive wealth management and long-term financial planning. This leadership function is vital for ensuring the smooth operation of brokerage, asset management, and banking services offered through these channels. By driving operational improvements and streamlining workflows, Michelle Sovcik strengthens the support provided to financial advisors and their clients. The Senior Vice President and Chief Operating Officer's dedication to operational integrity reinforces Raymond James's reputation for reliability and client-focused service delivery.

Michael White, the Chief Marketing Officer at Raymond James, shapes and executes the firm's comprehensive marketing and brand strategy. White directs initiatives to enhance brand visibility and client engagement across all service lines, including investment advisory, brokerage, asset management, capital markets, and banking. This role is pivotal in communicating the firm's value proposition to individual investors, corporations, and institutions, emphasizing wealth management and long-term financial planning. By overseeing market research and campaign development, Michael White ensures that marketing efforts resonate with target audiences and support the growth objectives of the firm's extensive network of financial advisors. The Chief Marketing Officer's leadership drives the consistent articulation of Raymond James's commitment to client success and its position as a trusted financial partner.

Andrew Zolper, the Chief Information Officer at Raymond James, leads the strategic development and implementation of the firm's technology infrastructure and digital solutions. Zolper oversees the integration of advanced technological platforms that support investment advisory, brokerage, asset management, capital markets, and banking services, ensuring robust cybersecurity and data integrity. This position is crucial for enabling the firm's large network of financial advisors and banking professionals to deliver efficient and secure wealth management and long-term financial planning services. By driving innovation in IT systems, Andrew Zolper enhances operational capabilities and client experience, directly supporting the firm's focus on providing comprehensive financial solutions. The Chief Information Officer's mandate includes ensuring technology investments align with business objectives and maintain Raymond James's competitive edge in the financial services industry.